Experience

Graham Media Partners

• United States
• Marketing Services
• 1 - 100 Employee

• Advisory Board Member

  • Oct 2023 - Present



UPTIQ

• Financial Services
• 1 - 100 Employee

• SVP, Client Engagement & Partnerships

  • Jun 2023 - Present



Overachieve Academy

• United States
• Spectator Sports

• Board Member

  • Jul 2020 - Present

  Based in Chester County, Pennsylvania (USA), Overachieve Academy is the premier training academy focused on influencing the lives of student-athletes – ranging from grade school to Division I collegiate programs. Based in Chester County, Pennsylvania (USA), Overachieve Academy is the premier training academy focused on influencing the lives of student-athletes – ranging from grade school to Division I collegiate programs.



Advisor Credit Exchange

• United States
• Financial Services
• 1 - 100 Employee

• Head of Advisor & Enterprise Sales

  • Sep 2020 - Jun 2023

• Regional Lending Manager

  • Jul 2019 - Sep 2020



Wealthcare

• United States
• Investment Management
• 1 - 100 Employee

• Vice President, Business Development

  • Nov 2016 - Jun 2019



Money Management Institute

• United States
• Financial Services
• 1 - 100 Employee

• Leadership Pathway

  • 2015 - 2017

  Nominated for participation in the Money Management Institute Leadership Pathway program, an executive development program for emerging leaders in the financial services industry. Also volunteered to serve as a Mentor for the Gateway to Leadership Program, a 501c3 organization which offers financial services firms the opportunity to increase workplace diversity while providing access to an extraordinary talent pool of highly motivated young professionals. Leadership Pathway:… Show more Nominated for participation in the Money Management Institute Leadership Pathway program, an executive development program for emerging leaders in the financial services industry. Also volunteered to serve as a Mentor for the Gateway to Leadership Program, a 501c3 organization which offers financial services firms the opportunity to increase workplace diversity while providing access to an extraordinary talent pool of highly motivated young professionals. Leadership Pathway: https://www.mminst.org/about-leadership-pathway Gateway to Leadership: http://www.mminst.org/about-gateway-leadership Show less Nominated for participation in the Money Management Institute Leadership Pathway program, an executive development program for emerging leaders in the financial services industry. Also volunteered to serve as a Mentor for the Gateway to Leadership Program, a 501c3 organization which offers financial services firms the opportunity to increase workplace diversity while providing access to an extraordinary talent pool of highly motivated young professionals. Leadership Pathway:… Show more Nominated for participation in the Money Management Institute Leadership Pathway program, an executive development program for emerging leaders in the financial services industry. Also volunteered to serve as a Mentor for the Gateway to Leadership Program, a 501c3 organization which offers financial services firms the opportunity to increase workplace diversity while providing access to an extraordinary talent pool of highly motivated young professionals. Leadership Pathway: https://www.mminst.org/about-leadership-pathway Gateway to Leadership: http://www.mminst.org/about-gateway-leadership Show less



The Bancorp

• United States
• Banking
• 500 - 600 Employee

• Vice President, Business Development

  • May 2015 - Sep 2016



BNY Mellon | Pershing

• United States
• Financial Services
• 700 & Above Employee

• Key Account Manager

  • Jan 2007 - May 2015

  Provided key account and marketing support for the Enterprise and Advisory Sales Groups. Train home offices and advisors on Pershing's managed account offerings. Collaborate with home offices to develop and implement sales and marketing campaigns. Responsible for the management of key client relationships and gaining an in-depth knowledge of clients with a goal of increasing managed account assets and enhancing relationships. Serve as a liaison for the Product Development, Sales, Marketing and… Show more Provided key account and marketing support for the Enterprise and Advisory Sales Groups. Train home offices and advisors on Pershing's managed account offerings. Collaborate with home offices to develop and implement sales and marketing campaigns. Responsible for the management of key client relationships and gaining an in-depth knowledge of clients with a goal of increasing managed account assets and enhancing relationships. Serve as a liaison for the Product Development, Sales, Marketing and Operations groups. Show less Provided key account and marketing support for the Enterprise and Advisory Sales Groups. Train home offices and advisors on Pershing's managed account offerings. Collaborate with home offices to develop and implement sales and marketing campaigns. Responsible for the management of key client relationships and gaining an in-depth knowledge of clients with a goal of increasing managed account assets and enhancing relationships. Serve as a liaison for the Product Development, Sales, Marketing and… Show more Provided key account and marketing support for the Enterprise and Advisory Sales Groups. Train home offices and advisors on Pershing's managed account offerings. Collaborate with home offices to develop and implement sales and marketing campaigns. Responsible for the management of key client relationships and gaining an in-depth knowledge of clients with a goal of increasing managed account assets and enhancing relationships. Serve as a liaison for the Product Development, Sales, Marketing and Operations groups. Show less



BNY Mellon

• United States
• Financial Services
• 700 & Above Employee

• Business Development Associate

  • Nov 2004 - Jan 2007

  ·· Worked with Regional Directors in the field to aggressively promote Lockwood and its web-based platform to Investment Advisors. · Made proactive calls to Investment Advisors. Profiled advisor, introduced them to our separate account platform, and set up appointments for the Regional Directors. · Worked with the sales team on call campaigns for roll out meetings for Broker Dealers and Registered Investment Advisors. · Provided portfolio design/analysis support to… Show more ·· Worked with Regional Directors in the field to aggressively promote Lockwood and its web-based platform to Investment Advisors. · Made proactive calls to Investment Advisors. Profiled advisor, introduced them to our separate account platform, and set up appointments for the Regional Directors. · Worked with the sales team on call campaigns for roll out meetings for Broker Dealers and Registered Investment Advisors. · Provided portfolio design/analysis support to Advisors. · Trained advisors on Lockwood systems: Advisor WorkStation, Proposal System, account opening system and Web-site. · Provided updates to Lockwood clients such as money manager changes. Show less ·· Worked with Regional Directors in the field to aggressively promote Lockwood and its web-based platform to Investment Advisors. · Made proactive calls to Investment Advisors. Profiled advisor, introduced them to our separate account platform, and set up appointments for the Regional Directors. · Worked with the sales team on call campaigns for roll out meetings for Broker Dealers and Registered Investment Advisors. · Provided portfolio design/analysis support to… Show more ·· Worked with Regional Directors in the field to aggressively promote Lockwood and its web-based platform to Investment Advisors. · Made proactive calls to Investment Advisors. Profiled advisor, introduced them to our separate account platform, and set up appointments for the Regional Directors. · Worked with the sales team on call campaigns for roll out meetings for Broker Dealers and Registered Investment Advisors. · Provided portfolio design/analysis support to Advisors. · Trained advisors on Lockwood systems: Advisor WorkStation, Proposal System, account opening system and Web-site. · Provided updates to Lockwood clients such as money manager changes. Show less



MarkITscape Solutions

• West Chester, PA

• Owner

  • 2001 - 2004

  MarkITScape Solutions provided branding, collateral, and web development for small to mid-size organizations. MarkITScape Solutions provided branding, collateral, and web development for small to mid-size organizations.