Experience

The Pacific Financial Group, Inc.

• United States
• Investment Management
• 1 - 100 Employee

• EVP, National Accounts

  • Jan 2023 - Present

  Philadelphia, Pennsylvania, United States Head of National Accounts for The Pacific Financial Group (TPFG), a wealth management innovator and leader in Self-Directed Brokerage Account Management (SDBA).



Lincoln Financial Network

• United States
• Financial Services
• 700 & Above Employee

• Head of Strategic Partnerships

  • Dec 2013 - Jan 2023

  Radnor, Pa I steered strategic relationship management and business development initiatives to drive profit gains for Lincoln Financial Network. I directed over 75 strategic partnerships across Mutual funds, ETFs, Alternative Investments, Annuities, Retirement Plans, 529 Plans and TAMPS.



Equinox Fund Management, LLC

• United States
• Investment Banking

• Head of National Accounts

  • Jul 2012 - Dec 2013

  Princeton, NJ I managed the business development initiatives and strategic relationship building with key distribution partners in the Wirehouse, Independent, Direct, and RIA channels. I successfully secured high value selling agreements with Morgan Stanley, Merrill Lynch, and UBS.



Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• Director, Relationship Management/National Accounts

  • Sep 2005 - Jun 2012

  Hopewell, NJ I was a Senior Relationship Manager working effectively with strategic business relationships that enabled partners to increase their sales and assets at Merrill Lynch.