Experience

CG Financial Services

• United States
• Financial Services
• 1 - 100 Employee

• Advisory Board Member

  • Mar 2023 - Present

  CG Financial Services (CGFS) is a wealth management advisory provider with over $4 billion in assets under management. CGFS provides individual and institutional services to clients throughout the United States, with regional offices in Michigan, North Carolina and Virginia. CG Financial Services (CGFS) is a wealth management advisory provider with over $4 billion in assets under management. CGFS provides individual and institutional services to clients throughout the United States, with regional offices in Michigan, North Carolina and Virginia.



Keith Island Coporation

• President: Board of Directors

  • Jan 2023 - Present

  Private family business structured as an S corporation. Private family business structured as an S corporation.



BNY Mellon

• United States
• Financial Services
• 700 & Above Employee

• Relationship Manager: Asset Servicing

  • Jun 2021 - Dec 2022



SS&C Technologies

• United States
• Software Development
• 700 & Above Employee

• Senior Sales Executive

  • Jun 2019 - May 2021

  Focusing on Asset Servicing Sales and development of Event Center sales strategy Focusing on Asset Servicing Sales and development of Event Center sales strategy



State Street

• United States
• Financial Services
• 700 & Above Employee

• Senior Business Development Executive

  • Aug 2001 - Mar 2019

  Deliver revenue growth within the Asset Owner sector: defined benefit, defined contribution, healthcare, endowment and foundations, and treasury pools. Top producer with total combined annual revenue of $65 million. Design strategies to sell new products and services to the Asset Owner sector. Evaluate existing client relationships to identify new revenue streams along with client retentions. Deliver revenue growth within the Asset Owner sector: defined benefit, defined contribution, healthcare, endowment and foundations, and treasury pools. Top producer with total combined annual revenue of $65 million. Design strategies to sell new products and services to the Asset Owner sector. Evaluate existing client relationships to identify new revenue streams along with client retentions.



Mellon Trust

• Boston, Massachusetts

• Vice President Business Development

  • Dec 1993 - Jul 2001

  Institutional sales covering Pension Funds, Endowments & Foundations, & Operating Assets. Top producer three of five years. Institutional sales covering Pension Funds, Endowments & Foundations, & Operating Assets. Top producer three of five years.