Overview

I am currently a member of a Barron's top 1200 group managing 350m with production of 2.7m at a large wire house. Successfully completed the firms training program in 2013. After seven years working to help grow, maintain, and refine the practice. My primary focus the last few years has been the asset management and portfolio management side of the practice. In addition I am personable and strive to provide a very high level of service in regards to relationship management with existing clients.

After seven years of working with the group I've reached a point where I'm considering a change. Ideally I'd like to join a s group looking for a capable and loyal individual to enter into a succession agreement. I am absolutely open to relocating to any part of the country.

Last Activity
6 months or more

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