Experience

Green Wealth Management Group
• United States
• Financial Services
• 1 - 100 Employee
• Wealth Advisor

  • Feb 2022 - Present

FPA (First Pacific Advisors)
• United States
• Investment Management
• 1 - 100 Employee
• Vice President, Business Development

  • Dec 2020 - Jun 2021

Bragg Financial
• United States
• Investment Management
• 1 - 100 Employee
• Head of Institutional Sales for the Queens Road Funds at Bragg Financial Advisors

  • Sep 2019 - Dec 2020


NextChallenge

• Netherlands
• Staffing and Recruiting
• 1 - 100 Employee

• Broadly-experienced investment services and retirement plan professional seeking next challenge.

  • Sep 2018 - Sep 2019

  Career retirement plan professional with expertise in business development - DCIO, institutional, key accounts and consultant relations. Consistent sales leader committed and accountable to teammates and organizational objectives. Comfortable leading a national, divisional, regional or territory level effort. Career retirement plan professional with expertise in business development - DCIO, institutional, key accounts and consultant relations. Consistent sales leader committed and accountable to teammates and organizational objectives. Comfortable leading a national, divisional, regional or territory level effort.


Edward Jones Investment Co
• United States
• Financial Services
• 100 - 200 Employee
• Financial Advisor Trainee

  • Jun 2018 - Sep 2018


Sentinel Investments

• United Kingdom
• Transportation/Trucking/Railroad

• Vice President, Retirement & Subadvisory Services

  • Apr 2010 - Oct 2017

  Responsible for distribution of Sentinel Funds nationally in the retirement channel. National Life Group's (parent company of Sentinel) decision to sell their mutual fund assets shut down the distribution business. Responsible for distribution of Sentinel Funds nationally in the retirement channel. National Life Group's (parent company of Sentinel) decision to sell their mutual fund assets shut down the distribution business.



American Beacon Advisors, Inc.

• Vice President, Institutional Funds Group

  • Apr 2009 - Apr 2010

  Sold American Beacon Advisors mutual funds through consultants, RIAs and dually-registered brokers primarily in the eastern U.S. Sold American Beacon Advisors mutual funds through consultants, RIAs and dually-registered brokers primarily in the eastern U.S.



Transamerica Investment Management

• United States

• Director - Institutional Markets

  • Jul 2004 - Oct 2008

  Sold Transamerica's institutional separate account management capabilities both direct to plan sponsors, endowments/foundations and other institutional buyers as well as through institutional consultants nationally. Sold Transamerica's institutional separate account management capabilities both direct to plan sponsors, endowments/foundations and other institutional buyers as well as through institutional consultants nationally.


Berger Financial Group
• United States
• Financial Services
• Regional Director - Institutional Sales

  • Feb 1998 - Oct 2002