EVP, Divisional Investment Consultant

• Feb 2022 - Present

Working with Financial Advisors within the Wirehouse, Independent and RIA Channels I have the distinct ability to facilitate to them an information share of ideas and strategies to bring the best technology, data, customer retention and growth and acquisition strategies into their practices. The end goal is to distill value in every conversation and interaction, which will hopefully leave them with one new idea or concept that is implementable. The ultimate goal is to see clients they serve succeed in life and financial success. The Advisors that have entrusted a partnership with me have benefited in the following ways:  Niche, Low-Fee, Differentiated Products for Investors  Global Market Exposure, Targeted Factor Tilts and Quantitative Driven Strategies  Shareholder Yield, Tail Risk, Global Allocation, Global Value, Thematic and Value & Momentum  Business Development and Marketing Campaigns  Client Satisfaction and Value Retention  Practice Management Consulting  Portfolio Design focusing on Risk/Reward  Late Stage College Planning  Technology Utilization  Social Selling

Investment Consultant

• Apr 2018 - Feb 2022

Territory: Ohio and Western PA Financial Advisors: Wirehouse, Independent and RIA  Using Alternatives in an Asset Allocation Model  Specific Appeal of Convertible Securities  Business Development and Marketing Campaigns  Client Satisfaction and Value Retention  Practice Management Consulting  Portfolio Design focusing on Risk/Reward  Technology Utilization  Incorporating Data to Engage with Insights  Social Selling Territory: Ohio and Western PA Financial Advisors: Wirehouse, Independent and RIA  Using Alternatives in an Asset Allocation Model  Specific Appeal of Convertible Securities  Business Development and Marketing Campaigns  Client Satisfaction and Value Retention  Practice Management Consulting  Portfolio Design focusing on Risk/Reward  Technology Utilization  Incorporating Data to Engage with Insights  Social Selling

Vice President and Global Sales Director

• Nov 2015 - Apr 2018

 Responsible for Global Sales Management which includes Business Development, Account Management and Sales Support.  Current Management consists of a $5M pipeline which contributes to over $100B in Client and Firm Assets Under Management.  SaaS Target Launch Quota of 100 Firms and 1000 active users within 18 months of launch.  Specialize in customized solution building to assist with firm development and growth.  Leadership Consulting with C Suite Executives to enhance and grow the distribution chain.  Implement Technology Solutions for Sales Teams, Marketing Teams and Back Office Support enhancing customer contact and territory efficiency.  Marketing and Sales integration in building Campaigns for product launches and rollouts.  Territory Management Design on Segmentation Strategies, Territory Creation and Activity Metrics.  Create strategic partnerships within key vertical markets  Develop technology solutions within ERP, CRM, HR and LMS systems  Conduct and Provide Research and Insight into the Financial Services, Technology and Healthcare Industries.

Senior Manager

• Jun 2005 - Oct 2015

 Responsible for a 3.5 million dollar revenue budget Led 6 locations including Signs and Graphics and a Facility Management OnSite Led a team of 70 professionals including Sales, Operation,Training and Technology Professionals Leadership of 4 Managers and 8 Assistant Managers Created and Facilitated Training content for the conversion of FedEx and Kinko's to 300 professionals Created and Facilitated Signs and Graphics Training for a new product line to 150 professionals Created and Facilitated Direct Mail Training for a new product line to 150 professionals Top 50 Center - 6 out of 10 Years. President’s Club Winner – 1st Year Senior Manager Signs and Graphics Site #1 in the Region – 1st Year Opened Promoted 22 Team Members to Leadership and Corporate Support Roles. Negotiated and Sold Sales contracts up to $5M. Awarded 7 Team Members with the Purple Promise Award

Manager

• Nov 2003 - Jun 2005

 Responsible for a 1.5 million dollar revenue budget Growth of 11% in first 6 months of a mature site. Reduced core costs by 6% in first 6 months of a mature store. Mission State Measurement results in 1st Quartile of Company Presidents Club Rankings in 1st Quartile of Company Handled relationships with outside vendors and outsourcing partners. Managed a sales portfolio of multiple clients Conducted audits internally and externally for other FedEx locations. Conducted performance management cycle activities

Assistant Manager

• Dec 1999 - Nov 2003