Overview

I am a 41 year old seasoned business professional looking to “pivot” from over 15 years in Banking and Private Wealth management to becoming an Advisor in more of an independent setting. In my prior role, I spent a decade building and leading the Private Wealth Credit team at a “Super Regional” Bank and grew that portfolio from inception to over $6.2 Billion in commitments. I was also a successful Commercial Banker for about 5 years working with business owners prior to my roles in Private/Wealth. I have my series 66 license and am looking to join a culture-focused RIA or Hybrid where I can serve clients objectively and lead with financial planning. I am studying for the CFP and will sit for the exam in 2022. I also have my series 7 and Life/Health licenses. Please reach out to at discuss the possibilities related to how we might partner with a focus on client service excellence and the long-term growth of the business.

Market
Advisor/RIA
Member Level
Basic
Last Activity
today
Listing Age
233 days old

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