Experience

Integrated Equity Management

• United States
• Financial Services
• 1 - 100 Employee

• Chief Growth Officer-Financial Advisor Recruiting

  • Jul 2021 - Present

  Florida, United States



Commonwealth Financial Network

• United States
• Financial Services
• 700 & Above Employee

• Senior Field Development Consultant-Financial Advisor Recruiting

  • Aug 2013 - Jul 2021

  West Palm Beach, Florida Area Our only business is yours! Commonwealth affiliated advisors chose the path of independence for a reason. We did, too. We work tirelessly to ensure that you can run your practice your way. Beyond day-to-day business solutions, our commitment is to provide you with something other firms promise but we've consistently delivered to our advisors for more than 40 years. Commonwealth's story was built one advisor at a time. Let's build yours here. You'll find the solutions and expertise to move… Show more Our only business is yours! Commonwealth affiliated advisors chose the path of independence for a reason. We did, too. We work tirelessly to ensure that you can run your practice your way. Beyond day-to-day business solutions, our commitment is to provide you with something other firms promise but we've consistently delivered to our advisors for more than 40 years. Commonwealth's story was built one advisor at a time. Let's build yours here. You'll find the solutions and expertise to move your business forward, backed by our best resource: the best people. Explore why advisors continue to choose us to help them succeed. Show less



American Trust Custody

• United States
• Financial Services
• 1 - 100 Employee

• VP Business Development-Financial Advisor Recruiting

  • Jan 2009 - Aug 2013

  Charlotte, North Carolina Mid Atlantic Capital Group is a financial services organization that includes Mid Atlantic Capital Corporation, a registered broker-dealer, member FINRA/SIPC, Mid Atlantic Financial Management, Inc., an SEC registered investment adviser, and Mid Atlantic Trust Company, a SD non depository trust company, collectively “Mid Atlantic.” Together, the Mid Atlantic companies provide a broad array of sophisticated financial products, support services and technology to a select group of registered… Show more Mid Atlantic Capital Group is a financial services organization that includes Mid Atlantic Capital Corporation, a registered broker-dealer, member FINRA/SIPC, Mid Atlantic Financial Management, Inc., an SEC registered investment adviser, and Mid Atlantic Trust Company, a SD non depository trust company, collectively “Mid Atlantic.” Together, the Mid Atlantic companies provide a broad array of sophisticated financial products, support services and technology to a select group of registered financial professionals and organizations. Show less



First Allied Securities, Inc.

• Financial Services
• 100 - 200 Employee

• Regional Director- Financial Advisor Recruiting

  • May 2005 - Jan 2009

  Charlotte, North Carolina Area Financial Advisor recruiting for FASI First Allied Securities, Inc., a privately held company with a vision of providing independent financial advisors with innovative products and strategies, cutting-edge technology and superior service. Approaching 1,000 financial advisors in 500 locations throughout the United States, First Allied is fast becoming recognized as a premier broker/dealer for successful financial advisors. First Allied is dedicated to providing our advisor partners with the… Show more Financial Advisor recruiting for FASI First Allied Securities, Inc., a privately held company with a vision of providing independent financial advisors with innovative products and strategies, cutting-edge technology and superior service. Approaching 1,000 financial advisors in 500 locations throughout the United States, First Allied is fast becoming recognized as a premier broker/dealer for successful financial advisors. First Allied is dedicated to providing our advisor partners with the autonomy and opportunity to do what they believe is best for their valued clients. Show less



Pacific Life

• United States
• Financial Services
• 700 & Above Employee

• Business Development Consultant-Financial Advisor Recruiting

  • Jul 2003 - May 2005

  West Palm Beach, Florida Area Recruiting Financial Advisors to use MSC's broker dealer platform. Mutual Service is an independent broker dealer with over 1600 independent financial advisors. MSC was a wholly owned subsidiary of Pacific Life up until 2007.



Medline Industries, LP

• United States
• Medical Equipment Manufacturing
• 700 & Above Employee

• B2B Sales

  • 2002 - 2003

  Fort Lauderdale, Florida Medline provides products and clinical solutions to all markets across the continuum of healthcare: hospitals, long-term care facilities, surgery centers, home care and hospice agencies, physician offices and scientific products. Medline also provides consulting and management services encompassing the supply chain and logistics.



Ivy Investments

• United States
• Financial Services
• 1 - 100 Employee

• Internal Wholesaler

  • 1999 - 2002

  West Palm Beach, Florida Area Worked with wirehouse and independent advisors on how they can use Ivy Funds with their client base.



State Street

• United States
• Financial Services
• 700 & Above Employee

• Fund Accountant

  • Aug 1998 - Oct 1999

  Greater Boston Area Supported Federated and Wachovia Funds in accounting for fund activity and reporting the daily NAV.



South Seas

• United States
• Hospitality
• 1 - 100 Employee

• Management

  • Mar 1997 - Jun 1998

  Fort Myers, Florida Area Management



Marriott Hotels

• United States
• Hospitality
• 700 & Above Employee

• Management

  • Sep 1993 - Mar 1997

  Greater New York City Area Management roles in Housekeeping, Sales, Front Office and International exposure with a year of service in Tokyo, Japan Hotel Otani.