I am passionate about helping my clients realize their financial goals, by building long-term relationships with them based on honesty and integrity. I have proven success in direct sales to Wirehouse Advisors and Private Bank Portfolio Managers, securing large, scaled meetings and winning substantial deals. I also enjoy leading and collaborating with my Bank Wealth Management Team, working with Divisional Leadership across Wirehouse and Private Banks to deliver high-quality service and value. My mission is to find a new firm where I can make an impact with clients and colleagues, leveraging my skills and credentials.