Experience

vWise, Inc.

• United States
• Financial Services
• 1 - 100 Employee

• Chief Revenue Officer

  • Aug 2019 - Present

  An industry-leading provider of enterprise technology products and solutions, vWise helps companies (small businesses to Fortune 500s) leverage fundamentals in behavioral finance to inform and drive decision-making around employee benefits, financial planning and retirement programs.Currently, I serve as a member of the senior executive team with responsibilities for the management, oversight and development of corporate sales, strategy and business development efforts.

• Senior Vice President, Head of Sales and Strategy

  • Jun 2014 - Aug 2019



The SPARK Institute, Inc.

• United States
• Financial Services
• 1 - 100 Employee

• Board Member

  • Sep 2009 - Present

  The SPARK Institute is a member-driven, non-profit organization that is the leading voice in Washington for the retirement plan industry. We help shape national retirement policy by developing and advancing positions on critical issues that affect plan sponsors, participants, advisers, service providers, and investment providers. Our members include recordkeepers, advisers, mutual fund companies, brokerage firms, insurance companies, banks, consultants, trade clearing firms and investment managers. Collectively, our members serve approximately 95 million participants in 401(k) and other defined contribution plans.



The Bancorp

• United States
• Banking
• 500 - 600 Employee

• Head of Sales and Distribution, Institutional Banking Group

  • Jul 2010 - Jun 2014

  Senior Executive with responsibilities for overall sales, strategy and delivery of new products to the market. High level of relationship management capabilities across a variety of industries with a focus on C level relationships within Financial Services and an emphasis on Retirement, Wealth Management, and Custody.Specialties: Extensive knowledge of qualified retirement plan industry & various legislation including: ERISA, EGTRRA, and the PPA. Expertise in retirement plan design, territory management, investment planning, Qualified and Non-Qualified plan prospectingCore Product Responsibilities :Capital Preservation (Core deposit products) - (MDA/MDAA/PPA/LCA) Safe Harbor IRA programSBLOC - Securities Backed Line Of Credit platform 409A Plus - Non-Qualified Tax Liability FinancingAdvisor Acquisition FinancingEnterprise Private Label Banking Platform Sales

• Vice President, Institutional Sales

  • Jun 2008 - Jul 2010



MassMutual

• United States
• Financial Services
• 700 & Above Employee

• Financial Advisor

  • Jun 2007 - Jul 2008

  Financial Services Financial Services



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Private Banking

  • Jun 2005 - Jun 2007

  Private Banking Private Banking