Overview

As a former wealth director and BNY Mellon Wealth Management, I was responsible for business development in the rocky mountain region. I developed strategic relationships and market penetration strategies for new industry focuses. Organized new pay channel relationships for the region. Managed team members from different areas of the country on a project-by-project basis.

Selected Achievements:
• Top ten in the country for directors in their first year with the company
• Core vertical focus was the M&A space, oil & gas, real estate, and technology
• Earned referral business from attorneys, accountants, and other professional sources

I'm hoping to join a customer-focused RIA full of integrity, prove myself as a leader, and ultimately be part of a succession plan.

Last Activity
within 3 months

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