I am currently a VP of Business Dev for a large private client group and am located in Charlotte. I am interested in joining a practice that is either looking to grow and needs to bring on another professional or looking to find someone to eventually be apart of their succession plan.
I have over 15 years of financial services experience and am fully licensed and am a CFP.
I have an extensive background in investment services, working with HNW clients, in-depth financial planning and utilizing goals based investment management.
Currently, I am primarily focused on business development and planning but would like to join a firm where I can continue to grow and make an impact on all aspects of the client relationship.