Experience

Independent Trust Company

• United States
• Financial Services
• 1 - 100 Employee

• Business Development

  • May 2021 - Present

  California, United States Independent Trust Company focuses exclusively on personal trusts. We work with financial advisors to provide trust services customized to the client's specific needs. We do not sell investment products and therefore will not compete with the advisors we work with.



Self-employed

• Real Estate
• 1 - 100 Employee

• Finacial Services Executive

  • Jun 2020 - May 2021

  San Francisco, California, United States



Advisor Partners

• United States
• Financial Services
• 1 - 100 Employee

• EVP Sales and Marketing

  • Dec 2017 - Jun 2020

  Walnut Creek, CA Executive Vice President in charge of all Sales and Marketing for nationally recognized Investment Management firm.



Gravity Investments & Gravity Capital Partners

• Senior Vice President

  • Mar 2016 - Dec 2017

  Mid America Responsible for the sales of Gravity Investment suite of portfolio management products. Wisconsin, Minnesota, Iowa, Missouri, Kansas, Nebraska, South Dakota, North Dakota, Montana, Wyoming, Colorado, and Utah.



Neosho Capital LLC

• Director of Marketing and Sales

  • Mar 2014 - Jun 2015

  La Jolla, California Responsible for raising the profile of the company and it's products to the investment community.



Messner & Smith Investment Management

• United States

• Director of Marketing

  • Oct 2007 - Jul 2012

  Greater San Diego Area Successfully raised profile and assets of local investment firm. Was accepted onto the Merrill Lynch and Fortigent wrap platforms.



NAVELLIER AND ASSOCIATES

• Director of Marketing

  • Sep 1994 - Apr 2003

  Spearheaded expansion efforts of nationally recognized investment management firm , building department from single-man staff to a department of 20. Challenged to analyze and reevaluate fluctuating economic conditions. Conceptualized, developed, and implemented marketing initiatives, and provided department leadership. Supervised all staff. Traveled extensively and appeared at numerous speaking engagements delivering complex investment strategies to up to 5,000 participants… Show more Spearheaded expansion efforts of nationally recognized investment management firm , building department from single-man staff to a department of 20. Challenged to analyze and reevaluate fluctuating economic conditions. Conceptualized, developed, and implemented marketing initiatives, and provided department leadership. Supervised all staff. Traveled extensively and appeared at numerous speaking engagements delivering complex investment strategies to up to 5,000 participants including individuals, corporations and foundations. Member of Board of Directors; lead corporate initiatives, policy development and staffing. Selected accomplishments: Increased assets under management from $400M to $7B. Pioneered and introduced incentive based production grid for outside marketing staff that saved time while increasing revenues. Board of Directors. Show less



Jefferies & Company

• United Kingdom
• Investment Management
• 1 - 100 Employee

• VP

  • 1984 - 1989

  Greater Los Angeles Area Was responsible for relationships with some of the country's largest institutional, corporate and ultra wealthy investors.



Various

• Financial Services
• 1 - 100 Employee

• Sales Executive

  • Sep 1972 - Sep 1984

  Greater Los Angeles Area Held Senior Sales positions with several of Wall Streets most prestigious firms.