Overview

Interested in joining a firm as a successor and/or buying a financial advisory practice.

I have 4 years experience managing HNW & UNHW relationships with assets between 500k-1B. Between two private banking teams I have been involved with managing $6B in AUM. My roles have included managing 400MM+ in alts, 1B+ in lending, handling discretionary trading for institutional clients, manager research and selection, managing a portion of the book, prospecting for new business, pitching investments and managing associates.

I left private banking for commodities trading in 2019 and have spent the last 3 years in enterprise software sales closing Fortune 1000 logos. I am interested in getting back into asset management and between the previous private banking experience, international business experience and software sales experience closing 6 figure ACV and TCV deals bring a unique background that could be great for an advisor looking for a successor.

Last Activity
6 months or more

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