Experience

Edge Partners™

• United States
• Financial Services
• 1 - 100 Employee

• Regional Business Development Manager

  • Mar 2019 - Present

  Edge partners with successful financial advisors, large independent teams and growing RIA's to significantly build their wealth management business and leverage growth opportunities in today's changing environment. Demand is rising across all channels — from wirehouses to regional broker dealers to RIAs for high caliber advisors. Whether it’s scaling your business, merger and acquisition, expanding geographically, increasing intellectual capital or long-term continuity planning, we know how to… Show more Edge partners with successful financial advisors, large independent teams and growing RIA's to significantly build their wealth management business and leverage growth opportunities in today's changing environment. Demand is rising across all channels — from wirehouses to regional broker dealers to RIAs for high caliber advisors. Whether it’s scaling your business, merger and acquisition, expanding geographically, increasing intellectual capital or long-term continuity planning, we know how to achieve bold results through inorganic growth strategies. Our insight and expertise — combined with our unique ability to execute the growth plans we recommend — provide the "Edge" you need to grow in ways that add the most value to your business as well as to your clients. Show less



Norcom

• Branch Sales Manager

  • 2015 - 2019



Prospect LLC

• 1 - 100 Employee

• Area Manager

  • 2012 - 2015



Wells Fargo

• VP Branch Sales Manager

  • 2007 - 2012

  Milford, CT