Bio
Credentials
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Series 66
Financial Industry Regulatory Authority (FINRA) -
Series 7
Financial Industry Regulatory Authority (FINRA)
Experience
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Director, Business Development
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Commodore Builders
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Greater Boston Area
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Director, Business Development
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Aug 2016 - Present
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Greater Boston Area
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Summit Financial
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Greater Boston Area
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Director, Business Development, Retirement Plan Services
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May 2013 - Aug 2016
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Greater Boston Area
Summit’s approach is ideally suited for plan sponsors who are facing enhanced fiduciary responsibilities and employees who are seeking independent, personal retirement planning guidance.
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Fenway Sports Group
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Greater Boston Area
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Director, Sales
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Jul 2009 - Apr 2013
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Greater Boston Area
Drove revenue through the selling of corporate sponsorships and advertising programs across all of FSM properties, including the Boston Red Sox, Fenway Park, MLB and redsox.com, NESN, Boston College Athletics, Liverpool FC, RoushFenwayRacing, and the DeutscheBank Championship.
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Barclays
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Greater Boston Area
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VP, Partnership Development
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Aug 2005 - Dec 2008
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Greater Boston Area
Identified, prospected, and signed profitable company-branded credit card partnership programs.
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Boston Red Sox
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Greater Boston Area
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Director of Sales
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Dec 2002 - Aug 2005
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Greater Boston Area
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Emplanet
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Greater Boston Area
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AVP Sales/Distribution
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Jun 2000 - Dec 2002
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Greater Boston Area
Managed wholesale distribution channels and sales relationships for online 401(k) record keeper.
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Putnam Investments
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Greater Boston Area
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Implementation Specialist
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Aug 1996 - Jun 2000
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Greater Boston Area
Project managed conversion of 401(k) plans for Putnam’s institutional clients.
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Education
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1992 - 1996Boston College
Suggested Services
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Industry Focus. “Management Consulting”
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References
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