SVP, Senior Wealth Advisor, Wisconsin & Illinois Market Leader

• Apr 2022 - Present

Director, Private Wealth Advisor

• Oct 2018 - Apr 2022

I served as a lead advisor and relationship manager to high-net-worth individuals, families and organizations, including closely-held and family-owned businesses. I worked with clients to gain a complete understanding of their lifestyle, career, philanthropic and wealth planning goals. I then identified and engaged a Client Strategy Team to create a unique and constantly evolving wealth plan and strategy to help meet these goals. We provided our clients trust and estate planning strategies, customized investment solutions, cash and liability management and wealth transfer strategies. Show less

ETF Sales Manager at Nationwide advisory solutions

• Sep 2017 - Oct 2018

Partner with RIA advisors to help them grow and maintain their book of business through education, advice and practice management. Educate advisors and teams on the benefits of Smart Beta ETF investing and the solutions provided by Nationwide Financial. The mission of Nationwide Financial is to help America prepare for and live in retirement. Nationwide advisory solutions' mission is to partner with RIAs and fee-based advisors to help build their practices by enabling clients to accumulate more wealth and reach their financial goals. We do this by developing and delivering value-added investment products, services and technologies which fit their fiduciary standard, all wrapped in an industry-leading customer experience. Endorsements and recommendations received from my Connections were not solicited and they did not receive any form of compensation. Show less

Regional Director

• Mar 2014 - Feb 2017

Regional Sales Representative, RIA Channel

• Jul 2010 - Mar 2014

Internal Wholesaler - RIA Channel Selling commodity, natural resource, gold & alternative investment mutual funds to Registered Invesment Advisors. Also representing Market Vectors ETFs both on the equity & fixed income side. Internal Wholesaler - RIA Channel Selling commodity, natural resource, gold & alternative investment mutual funds to Registered Invesment Advisors. Also representing Market Vectors ETFs both on the equity & fixed income side.

Investment Representative

• Jul 2006 - Jul 2010