Bio
Experience
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Senior Vice President
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Vice President
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Jan 2021 - Present
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Support
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Jan 2012 - Present
Securities offered through: Advisory Group Equity Services, Ltd. Member FINRA/SIPC/MSRBAdvisory services provided by Trust Advisory Group, Ltd. A Registered Investment Advisor444 Washington St., Suite 407, Woburn, MA 01801. (781) 933-6100
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Vice President, Engagement
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Aug 2011 - Jan 2021
AI Insight provides Alternative Investment industry insight and program education to Broker Dealers, their Financial Advisors and other firm members. Our innovative system also offers Broker Dealers and Sponsors an efficient process for introducing and gaining access to current information on new...
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Director - Key Accounts
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May 2007 - May 2010
Managed key broker-dealer accounts for all of the eastern United States for a newly formed multifamily REIT.Identified and pursued key accounts in close collaboration with the President and Regional Vice Presidents.Directed all marketing efforts including the creation of sales presentations and s...
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Key Account Manager
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Feb 2004 - May 2007
Responsible for developing and maintaining key business partnerships with broker dealers.Monitored all sales and wholesaler coverage of business partners.Secured numerous selling agreements with major firms.Gave product-specific presentations at various industry conferences and seminars.Conducted...
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Internal Wholesaler
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1997 - 2001
Managed existing accounts and created new sales opportunities for the highest producing territory at the firm which generated over two hundred million-dollars a year in investments.Initiated sales and service relationships with brokerage firms to promote the sale of Eaton Vance mutual funds.Provi...
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Aide for Case Work
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Jan 1997 - Nov 1997
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Education
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1992 - 1997University of Massachusetts, Amherst
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1996 - 1996Leiden University
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Industry Focus. “Alternative Investments”
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