Seasoned Managing Director with a comprehensive knowledge of the financial services industry with 20 years of experience educating, cultivating relationships, and delivering solutions to advisors, plan sponsors, and consultants. Accountable for deep understanding of the firm’s investment themes and strategies and the delivery to clients. Successful at new business development by applying advanced product knowledge of equity, fixed income, and alternative investments, and strategic planning for institutional clients. Trusted adviser with a collaborative management style that delivers above average client retention rates while consistently exceeding sales goals. Affable presenter with excellen