Experience

Family Office Exchange
• United States
• Individual and Family Services
• 1 - 100 Employee
• Regional Director, Member Development

  • Apr 2020 - Present

PE Firm LLC
• Investor Relations Director

  • May 2019 - Mar 2020


Northeast Private Client

• United States
• Real Estate
• 1 - 100 Employee

• Chief of Staff

  • May 2017 - May 2019

  Daily and long-term strategic management of leading national financial advisory and wealth management practice. Lead business planning to ensure long-term profitability, growth via sales strategy and execution. Manage team of 15 and financial operations and projects for organization with ~ $10M in revenue. Advise and collaborate with CEO and Department Heads on business development and operational planning within sales, reporting, compliance, customer service, HR, technology and marketing. Facilitate and institute business process evaluation improving and effecting work flow within all departments, reducing errors to shorten sales cycle. P&L efficiency reducing expenses between 10% and 30% through fee and pricing negotiation during contract renewal. Led consultant integration of Salesforce CRM solution enabling a pivot from a re-active to pro- active customer service model, segmenting the book of business to effectively deploy sales staff, increasing cross sales. Direct and plan website and social media content to increase digital presence with oversight of content. Staged and closed largest single case in practice’s 30-year history, tripling typical revenue. Executed turn-key office move – from space location, lease negotiation, layout and floor design, furniture and fixtures, with IT implementation. Show less



Northwestern Mutual

• United States
• Financial Services
• 700 & Above Employee

• Financial Advisor

  • Nov 2002 - May 2017

  Built personal financial planning practice from scratch, advising and implementing comprehensive plans for individuals and small businesses. Promoted through successive agency leadership roles from initial management training to mentoring to Agency Field Director. Progressive year over year growth, developing enduring relationships with 300+ clients providing industry leading financial advisement and solutions using consultative needs based selling model. Engaged and introduced Home Office Subject Matter Experts and Advanced Planning Attorneys to assist and ensure complex planning needs were met and implemented. Mentored and coached new Financial Representative activity to vet and prospect, establishing fast start and achieving national recognition. Member of recruiting and training team perpetuating above average industry new-hire retention. Show less



Evolving Systems

• United Kingdom
• Telecommunications
• 200 - 300 Employee

• Account Executive

  • Dec 1999 - Apr 2002

  Member of Channel Sales group establishing and forming re-seller partnerships with leading network infrastructure providers (Nortel, Alcatel and Illuminet). Provided number portability software solutions to local phone and wireless service providers via standard software license agreements and emerging, cloud-based Software as a Service solution to incumbent and start-up telecoms. Led and negotiated master license agreements and SoW's to end user via channel partner. Prepared and responded to offensive and defensive RFPs. Attended industry trade shows to market and prospect. Show less