Experience

The Kelly Group- Financial Planning and Wealth Management Services

• Executive Vice President

  • Jul 2018 - Present

  Bel Air, Maryland



Edelman Financial Services

• Regional Director, Financial Planning

  • Oct 2012 - May 2018

  Towson, Maryland • Recruited to company to manage up 32 financial planners for the Mid-Atlantic Region (Southern NJ to Northern VA) with more than $4.4 billion AUM. • Co-chaired the “One Face One Voice” program with Founder Ric Edelman which ensured a uniform company investment approach and financial planning process. • Trained 100+ new financial planners in the areas of retirement, college, wealth accumulation, mortgage, life insurance, disability insurance, long term care, estate, and pension… Show more • Recruited to company to manage up 32 financial planners for the Mid-Atlantic Region (Southern NJ to Northern VA) with more than $4.4 billion AUM. • Co-chaired the “One Face One Voice” program with Founder Ric Edelman which ensured a uniform company investment approach and financial planning process. • Trained 100+ new financial planners in the areas of retirement, college, wealth accumulation, mortgage, life insurance, disability insurance, long term care, estate, and pension analysis. • Developed and managed Edelman Online (ROBO) as a separate online investment platform serving 1,000+ clients and created Edelman Direct Advisor, a phone-based team consisting of 11 financial planners, and a manger, in Fairfax, Richmond and Phoenix. • Oversaw market activities, office expansions, AUM growth, client retention, and planner development and assisted planners in closing high net worth client accounts. • A topped ranked regional director with a team that routinely exceeded set goals – 98.3% client retention with contact rate at 16% above goal, conversion at 12% above goal, and AUM at 5% above goal. Show less



Fidelity Investments

• United States
• Financial Services
• 700 & Above Employee

• Vice President, Regional Planning Consultant

  • 1995 - 2012

  Towson, Maryland Regional Planning Consultant, Vice President (2006-12) Insurance Wholesaler (2004-06) Senior Account Executive (1995-04) REGIONAL PLANNING CONSULTANT, VICE PRESIDENT (2006-12) • Led the Mid-Atlantic territory to tier 1 for overall sales (top 10%) with the highest customer satisfaction score in the organization (wealth management, risk management, mutual funds, asset flows and loyalty). • Hand-selected to serve on the National Sales Leader Panel to collaborate with executives… Show more Regional Planning Consultant, Vice President (2006-12) Insurance Wholesaler (2004-06) Senior Account Executive (1995-04) REGIONAL PLANNING CONSULTANT, VICE PRESIDENT (2006-12) • Led the Mid-Atlantic territory to tier 1 for overall sales (top 10%) with the highest customer satisfaction score in the organization (wealth management, risk management, mutual funds, asset flows and loyalty). • Hand-selected to serve on the National Sales Leader Panel to collaborate with executives on best sales practices and sales strategies to deliver to the field. • Coached, trained, and developed up to 60 representatives on consultative selling skills, financial planning, product knowledge, and practice management, and assisted consultants with high net worth sales. • Conducted educational seminars on wealth management, estate planning, retirement planning, and market updates for up to 100+ attendees 10 to 12 times a year. • Won multiple company awards including Chairman’s Award, Achiever Award, Excellence in Action, etc. • Last 2 years in company averaged 129% to goal. INSURANCE WHOLESALER (2004-06) • Oversaw distribution and sales of all insurance products in the Mid-Atlantic Territory (MD, DE and NJ). • Ranked 1st nationally after six months in the role with $21M in annualized insurance premiums. SENIOR ACCOUNT EXECUTIVE (1995-04) • Averaged $50M in flows, $20M in managed money, and $25M in mutual funds yearly. Show less



M&T Bank

• United States
• Financial Services
• 700 & Above Employee

• Investment Advisor

  • 1995 - 1995

  Bel Air, Maryland • In just 7 months, individual production alone hit the yearly goal for the office of 3 investment advisors.



Kissinger Financial Services, Inc.

• United States
• Financial Services
• 1 - 100 Employee

• Financial Planner, Treasurer

  • 1989 - 1995

  Timonium, Maryland • Supervised financial operations of the company. • Conducted retirement and pension evaluations for NSA, Maryland State Retirement, and other high profile clients. • Created personal financial plans and prepared asset allocation models. • Served as an instructor at Dundalk Community College teaching a successful money management course.



Modular Components National

• Appliances, Electrical, and Electronics Manufacturing
• 1 - 100 Employee

• Systems Analyst

  • 1988 - 1989

  • Proposed, budgeted, and coordinated the installation of AIMS, an online production planning and sales management system to computerize company operations.