Experience

Digital Assets Council of Financial Professionals

• United States
• Financial Services
• 1 - 100 Employee

• Sales Director

  • Jan 2023 - Nov 2023

  United States



AssetMark

• United States
• Financial Services
• 500 - 600 Employee

• Director, Institutional Sales & Consulting

  • Oct 2020 - Jan 2023

  United States

• Business Development Officer, Strategic Accounts

  • Apr 2018 - Sep 2020

  United States

• Business Development Consultant - Wealth Management

  • Jun 2017 - Mar 2018

  Chicago, Illinois

• National Consultant - Wealth Management

  • Dec 2014 - Jun 2017

  Chicago, IL Led sales and consulting efforts for Southern California Region. Responsible for nearly 700 individual RIA and IAR relationships, representing approximately $900mm AUM.

• Business Development Specialist - Wealth Management

  • Apr 2014 - Dec 2014

  Chicago, IL Led Midwest Division business development efforts as partner with Business Development Officer. Developed internal sales process to identify, engage, and on-board external RIA's and IAR's.



Genworth

• United States
• Insurance
• 700 & Above Employee

• Sr. Sales Consultant - Wealth Management

  • Jun 2011 - Mar 2014

  Chicago, IL Genworth Wealth Management - Division of Genworth Financial, sold in 2013 - AssetMark.



Russell Investments

• United States
• Financial Services
• 700 & Above Employee

• Investment Management and Research Analyst

  • Jun 2008 - Sep 2008

  Greater Seattle Area Global Equities Team - Summer Internship