Managing Partner

• Mar 2021 - Present

As the CEO of a financial advisory firm, I have a wealth of experience in helping clients achieve their financial goals. My extensive background in finance and investment, combined with my passion for delivering exceptional customer service, has enabled me to build a successful career in the industry. At my firm, we provide financial advice and investment strategies that are tailored to each client's unique needs and goals. We believe in taking a holistic approach to financial planning, incorporating all aspects of a client's financial life to ensure that they are well-positioned to achieve long-term success. With my leadership, our firm has achieved significant growth and success, thanks in large part to our commitment to delivering the highest levels of service and expertise to our clients. I am proud to lead a team of talented professionals who share my passion for excellence and who are dedicated to helping our clients achieve their financial objectives. If you are seeking expert financial guidance and advice, I invite you to connect with me and explore how our firm can help you achieve your goals. Show less

Managing Director/CEO, Capital Market Subsidiaries

• Nov 2018 - Mar 2021

VP-Head of Business Development

• Jun 2014 - Nov 2018

Managed a team of private wealth management and private trust professionals with responsibility for creating long term business growth opportunities, collaborating with the investment and research teams, back office operations as well as other subsidiaries for enhanced portfolio management services for Premium Wealth Management clients while deploying cross-selling and upselling opportunities to meet their spectrum of investment needs from accumulation to transfer of wealth. Managed a team of private wealth management and private trust professionals with responsibility for creating long term business growth opportunities, collaborating with the investment and research teams, back office operations as well as other subsidiaries for enhanced portfolio management services for Premium Wealth Management clients while deploying cross-selling and upselling opportunities to meet their spectrum of investment needs from accumulation to transfer of wealth.

Head of Sales

• Jun 2012 - Jun 2014

Private Wealth Advisor/Relationship Management

• Jul 2006 - Jul 2012

Credit & Marketing (Relationship Manager)

• Oct 2005 - May 2006

Senior Banking Officer

• Apr 2004 - Sep 2005