Experience

Fusion Capital Management

• United States
• Financial Services
• 1 - 100 Employee

• COO

  • Jan 2018 - Present

• Director of Sales for Investment Advisors

  • Feb 2012 - Present

  My role for Fusion Capital Management is covers multiple areas, including finding and working with Investment Advisor Representatives, Registered Investment Advisors, and Financial Marketing Organizations. Fusion helps investment advisor practices that are growing and in need of getting various items within their practice more streamlined and efficient. These items include; operations, compliances, fee billing, proposal generation, & asset management. We are able to take many items of the plate of investment advisors, which can free their time to spend on their clients, thereby potentially increasing sales and being more service oriented.➜ I encourage you to contact me or visit our website to learn more about Fusion Capital Management, and whether our services are a good fit for your investment advisory practice. Show less



Pujia Financial

• United States
• Financial Services

• Financial Advisor, President

  • Jan 2000 - Present



PNC Investments

• Kennedy Twp., Bridgeville, & Oakdale, PA

• Investment Advisor

  • Jul 2010 - Feb 2012

  As an investment advisor at PNC I worked with clients helping them with there retirement goals and objectives by assessing there needs with their current situation and building a long term plan to meet their goals. The various activities included: • Retirement planning • Proposal generation • Review meetings • Branch employee training • Referral activities with other lines of PNC business As an investment advisor at PNC I worked with clients helping them with there retirement goals and objectives by assessing there needs with their current situation and building a long term plan to meet their goals. The various activities included: • Retirement planning • Proposal generation • Review meetings • Branch employee training • Referral activities with other lines of PNC business



John Hancock Funds

• Regional Business Consultant

  • Jan 2008 - Mar 2009

  Established and maintained relationships with Independent and Bank Investment Advisors servicing their business building needs and promoting John Hancock Funds. I worked with investment advisors to • Grow their books of business • Find solutions to their problems they and their clients faced • Promote new marketing ideas and sales practices to promote their business • Hosted various events and did presentations to promote John Hancock Funds Established and maintained relationships with Independent and Bank Investment Advisors servicing their business building needs and promoting John Hancock Funds. I worked with investment advisors to • Grow their books of business • Find solutions to their problems they and their clients faced • Promote new marketing ideas and sales practices to promote their business • Hosted various events and did presentations to promote John Hancock Funds



Voya Investment Management

• United States
• Financial Services
• 700 & Above Employee

• Regional Vice President

  • Jul 2007 - Jan 2008

  Established and maintained relationships with Wirehouse Advisors servicing their business building needs and promoting ING Funds.I worked with investment advisors to• Grow their books of business• Find solutions to their problems they and their clients faced• Promote new marketing ideas and sales practices to promote their business• Hosted various events and did presentations to promote ING Funds

• Regional Sales Representative

  • May 2004 - Jun 2007

  Partnered with Regional Vice President in sales of mutual funds in the Dallas/Fort Worth region. Established relationships with financial advisors and assisted in their business building.



Advisor Group

• Financial Services
• 700 & Above Employee

• Registered Representative

  • Jul 2002 - Apr 2004

  Built clientele providing financial planning and guidance, matching investment portfolios with client objectives, utilizing both mutual funds and annuities. Built clientele providing financial planning and guidance, matching investment portfolios with client objectives, utilizing both mutual funds and annuities.