Experience

Ashford Securities LLC

• United States
• Financial Services
• 1 - 100 Employee

• Regional Vice President, Central

  • May 2021 - Present



Waypoint Residential

• United States
• Real Estate
• 1 - 100 Employee

• Senior Vice President

  • Dec 2019 - Apr 2021



Steben & Company

• United States
• Financial Services
• 1 - 100 Employee

• Regional Director

  • Jun 2015 - Dec 2019



W. P. Carey Inc.

• Bahrain
• Leasing Non-residential Real Estate
• 100 - 200 Employee

• First Vice President, Great Lakes East Region

  • Mar 2013 - Jun 2015

  ¨ Responsible for increasing Assets Under Management (AUM) in the Greater Midwest Territory via the independent Broker/Dealer Channel for our Non Traded REITs.¨ Further develop existing relationships with clients that currently utilize W.P. Carey and grow their Assets under Management.¨ Focus on developing new relationships through client referrals and industry peers to increase Assets Under Management.¨ Enhance relationships with advisors/teams by doing group presentations that demonstrate a strong knowledge of the competitive landscape and financial markets.¨ Highly organized with the ability to fill the pipeline with new prospects, while continuing to deepen relationships with existing prospects .¨ Utilize a disciplined territory management system and Salesforce.com to keep up to date call records within the territory. Specialties: Great written/verbal communication skills, Public Speaking, Negotiation, Sales, Setting meetings, Business Development. Show less

• Internal Sales

  • Mar 2012 - Feb 2013

  Internal Whoelsaler for W.P. Carey's Non Traded REIT products.Worked with Independent FA's in TX, LA and AR.



Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• Financial Advisor

  • Sep 2005 - Feb 2012