Over 25 years of diversified experience in the financial services industry. Broad market exposure including expertise in retirement plans, investment management, and retail investment advisory services. Career progression from foundational work in customer service to senior level product management and sales responsibilities through the start-up and successful growth of a 70,000+ accounts managed account program with over $3b of AUM (as of 2014). Understanding of various corporate and sub-industry cultures through tenures with Fund Evaluation Group, Nationwide Financial, Guardian Life, and Fidelity Investments. Professional experience also spans three geographic changes having worked in c