Overview

I have extensive experience in B2B and internal sales as well as operations with a client service focus; with seven years in the Fixed Income market, five years on the New York Stock Exchange. I am looking to move out of the institutional market and work with individuals and/or small businesses. I have the knowledge and background to effectively work with you and your clients to put a solid succession plan in place.

Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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Resources
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