Experience

Elite Consulting Partners

• United States
• Financial Services
• 1 - 100 Employee

• Senior Transition Consultant

  • May 2022 - Present

  Elite Consulting Partners is an advisor transition consultant, business consulting, and broker-dealer M&A firm focused on providing strategic advice and solutions to the financial services industry. We offer unparalleled service, unbiased advice, and expert guidance to our advisor and corporate clients. We ensure our clients' objectives and goals are realized during their due-diligence and transition process. We work with many of our clients in areas concerning transitioning to a new broker dealer, investment advisory firm, custodial platform changes, maximizing revenue, increasing head-count, and monetizing the equity within a practice or business through negotiated mergers or simple advisor recruiting deals and packages. Elite Consulting Partners serves as your strategic consulting partner, within the financial services industry to maximize the value of your business during a transition, growing your revenue through advisor acquisition, and exploring other opportunities to monetize the value in your business. We serve as the bridge connecting advisors and businesses to unbiased actionable opportunities. We deliver competitive consulting intelligence to maximize your revenue and increase the equity within your practice or business. Show less



KB Consulting

• New York City Metropolitan Area

• Talent Acquisition Specialist

  • May 2013 - May 2022



RecruitSavvy

• United States
• Human Resources
• 1 - 100 Employee

• Account Executive

  • Feb 2011 - May 2012

  Account Executive Sourced Experienced / MDRT Level Financial Advisors for National Broker Dealers & RIA firms Business Development Created a dedicated client roster form word of mouth referrals within a National Broker Dealer Assisted in attracting several new firm-wide clients through cold sourcing Training & Development Created & implemented training sessions for internal recruiters Implemented training & mentoring protocol for new hires Account Executive Sourced Experienced / MDRT Level Financial Advisors for National Broker Dealers & RIA firms Business Development Created a dedicated client roster form word of mouth referrals within a National Broker Dealer Assisted in attracting several new firm-wide clients through cold sourcing Training & Development Created & implemented training sessions for internal recruiters Implemented training & mentoring protocol for new hires



ABA Therapist

• Greater New York City Area

• Special Education Teacher

  • Jun 2004 - Jun 2011

  As an ABA Therapist I had the pleasure of working with students and their families to optimize student performance in a variety of domains, including: social, emotional, academic and, functional living.. Activities focused on developing language and communication skills, promoting social skills development with peers, improving academic performance and, creating greater functional living abilities. As an ABA Therapist I had the pleasure of working with students and their families to optimize student performance in a variety of domains, including: social, emotional, academic and, functional living.. Activities focused on developing language and communication skills, promoting social skills development with peers, improving academic performance and, creating greater functional living abilities.



Private Pre-School

• Rockalnd County & Bronx, NY

• Special Education Teacher

  • Sep 1999 - 2001

  Implementation of Early Intervention Strategies for Students who had been identified with learning deficits to facilitate development with the following skill areas: Language, Social / Emotional Skills, Peer Relationships, Cognitive & Academic Various modalities were used to create individualized instruction with a focus on readiness to transition into elementary education in the least restrictive setting possible Implementation of Early Intervention Strategies for Students who had been identified with learning deficits to facilitate development with the following skill areas: Language, Social / Emotional Skills, Peer Relationships, Cognitive & Academic Various modalities were used to create individualized instruction with a focus on readiness to transition into elementary education in the least restrictive setting possible