Experience

Panther Creek Cellars

• United States
• Beverage Manufacturing
• 1 - 100 Employee

• Tasting Room Associate

  • Mar 2021 - Present

  Provide clients with information and education related to Oregon Pinot Noir. Provide clients with information and education related to Oregon Pinot Noir.



The Summit at Snoqualmie

• Greater Seattle Area

• Ski Instructor

  • Nov 2019 - Present

  Professional Ski Instructors Association Level One and Senior Specialist Certified Professional Ski Instructors Association Level One and Senior Specialist Certified



Brinker Capital

• United States
• Investment Management
• 1 - 100 Employee

• Managing Director, National Accounts

  • Oct 2013 - Dec 2018

  Lead business development strategy in the Independent Broker Dealer Channel. Lead business development strategy in the Independent Broker Dealer Channel.



Symetra Investment Services

• Bellevue, Washington

• Vice President, Director of Business Development

  • Mar 2012 - Jul 2013

  Recruited to lead the restructuring of an independant financial planning broker dealer. Hire and manage Business Development Consultants, develop partners program, design and deliver advisor retention programs. Create business development and practice management coaching programs and resource center. Promote the sale of Symetra products and wealth management platforms. Recruited to lead the restructuring of an independant financial planning broker dealer. Hire and manage Business Development Consultants, develop partners program, design and deliver advisor retention programs. Create business development and practice management coaching programs and resource center. Promote the sale of Symetra products and wealth management platforms.



Lincoln Financial Network

• Concord, New Hampshire

• Director of Sales and Business Development

  • Oct 2010 - Feb 2012

  Overall responsibility for sponsor relationship management and the development of the LFN Sales Desk. Promote Lincoln insurance products and wealth management platforms. Overall responsibility for sponsor relationship management and the development of the LFN Sales Desk. Promote Lincoln insurance products and wealth management platforms.



OppenheimerFunds

• United States
• Investment Management
• 500 - 600 Employee

• Senior Relationship Manager, Senior Vice President

  • May 2001 - Feb 2009

  Work with analysts to secure subadvisory, institutional or advisory platform mandates. Negoitiate revenue sharing. Create initiatives designed to help clients grow their business. Mentor junior team members. Work with analysts to secure subadvisory, institutional or advisory platform mandates. Negoitiate revenue sharing. Create initiatives designed to help clients grow their business. Mentor junior team members.



Mass Mutual Financial Group, MML Investors Services,Inc

• National Sales Director

  • Aug 1983 - May 2001

  National Sales Director for the Broker-Dealer of the Mass Mutual Financial Group. 5000 Registered Reps. Responsible for internal and external sales support, specialist recruiting,relationship management, sales and product training, recognition programs. Member of B/D executive committee. National Sales Director for the Broker-Dealer of the Mass Mutual Financial Group. 5000 Registered Reps. Responsible for internal and external sales support, specialist recruiting,relationship management, sales and product training, recognition programs. Member of B/D executive committee.



Federated Hermes

• United States
• Financial Services
• 700 & Above Employee

• Senior Training Director

  • 1982 - 1983