Experience

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  Welltower™ Inc.

  • Toledo, Ohio

  • Director of Research and High Net Worth Marketing

    • Sep 2015 - Dec 2016
    • Toledo, Ohio

    Analysis and presentation of healthcare industry trends for real estate investment purposes. Focus on post acute delivery, health care systems, government reimbursement and dementia. Manage a team of three research analysts. Raised funds for the advancement of the Alzheimer's Association totaling $3.1million and exceeded our goal. Created and implemented a marketing plan to expand existing shareholder base through presentations,digital media and investor meetings to financial advisors and high net worth individuals. Collaborated with Johns Hopkins Medical to create a data project in the area of gerontology.

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  UBS Wealth Management

  • Columbus, Ohio Area

  • Financial Advisor

    • Jan 2010 - Dec 2010
    • Columbus, Ohio Area

    Analyzed high net worth individual financials and utilized the latest financial planning tools for investments and estate planning. Key member of a team helping clients to navigate topics such as trusts, investments, estates, taxes, retirement and insurance. Completed wealth management program at UBS and licensed in FINRA Series 7 and 63. Solicited and developed many new high net worth individuals through entertainment and personal contacts.

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  JPM/Chase/Bank One Capital Markets

  • Columbus, Ohio Area

  • Managing Director

    • Jan 1997 - Jun 2005
    • Columbus, Ohio Area

    Ranked number one in fixed income institutional sales with $8 million in sales annually. Created marketing strategies to large institutional clients such as Blackrock, PIMCO, Fidelity, Pacific Life, Alliance Bernstein and New York Life. Analyzed complex financial instruments and worked closely with team members for maximum revenue growth. Managed and mentored five team members in the Columbus Office. Implemented and enforced all compliance and regulatory issues.

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  Goldman Sachs Group, Inc

  • Greater New York City Area

  • Vice President

    • Jan 1987 - Dec 1995
    • Greater New York City Area

    Developed significant client relationships and generated sales commissions in excess of $13 million annually for the last 4 years. Ranked in the top ten salespeople in Long Term Taxable Sales. Analyzed corporate financials and evaluated risks in global financial markets. Successfully increased revenue growth annually, even in declining markets. Headed the firm's recruiting effort at the Wharton School, University of Pennsylvania and mentored many junior salespeople. Exemplified the team approach to business as inspired by the firm’s well-known culture. Created many unique client and recruiting entertainment events.

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  Irving Trust Company

  • Greater New York City Area

  • Asst. Vice President

    • Jan 1980 - Jan 1986
    • Greater New York City Area

    Structured large financial transactions that required syndication to other financial intermediaries. Realized revenues in excess of $3 million annually. Marketed US banking services and loans to large European and Middle Eastern financial institutions. Evaluated both corporate and country risks for lending decisions. Lived in London for six months and sold European securities to the Middle Eastern clients. Travelled extensively in the region. Lived in London,England for six months and cold called new clients in the Middle East.