BUSINESS LEADER IN INVESTMENT MANAGEMENT AND CLIENT SERVICE
Drives Operational Excellence, Sales and Client Development
Accomplished, results-driven executive with unique blend of sales and operational experience supplemented by expertise in finance and accounting. Known for developing and inspiring high performing teams, defining strategy, and executing action plans tied directly to achievement of business objectives.
Excels in developing market opportunities and building client relationships. Effective in high-profile executive roles, with proven strengths in financial management, business development and relationship management.
Collaborative and participatory, creates vision, clarifies and communicates complex issues, and consistently produces results that enhance performance and return-on-investment. Demonstrates business acumen, situational fluency, and keen focus on value creation and client satisfaction. Able to synthesize multiple data points, evaluate situations and resources, and successfully negotiate expectations and agreements.
