Principal

• Jan 2020 - Present

Wealth Advisor

• Oct 2012 - Present

Strategic Wealth Partners, LLC provides financial planning and investment advisory services to high net worth individuals and small institutions. We are an independent firm built upon a foundation of eliminating conflicts of interest and acting with the utmost integrity. We believe these core values have helped us to earn our clients’ trust and confidence, thereby creating long-lasting and meaningful relationships with them.My responsibilities include:• Client service: manage client relationships, communicate with clients to understand investment goals, time horizon, risk tolerance, cash needs, tax considerations, etc.; prepare analysis and meet with clients• Portfolio management: asset allocation, manager analysis, rebalancing, trading, investment reviews, member of the firm's Investment Committee Show less

Account Supervisor

• Mar 2010 - Oct 2012

Healthcare marketing and consulting for pharmaceuticals, biotech, devices, and diagnostics. • 1 promotion from Sr. Account Executive • Managed client relationships -- Teva, Azilect and Lundbeck, Sabril; supervised internal teams to ensure progress against established objectives, budgets, timelines, deliverables, and quality standards • Attended advisory boards, conferences, market research, and field trips to interview executives and top doctors regarding: business strategy, product lifecycle management, clinical data, marketing messages, and competitive products • Responsible for aggregate budgets >$10M; forecasted revenue and staffing plans, processed quarterly projections and billing Show less

Sr. Account Executive

• Nov 2006 - Mar 2010

Healthcare marketing and consulting for pharmaceuticals and diagnostics. • 2 promotions from Account Executive and Client Service Manager • Client and project management -- Bristol-Myers Squibb, Orencia & Baraclude and Abbott Molecular • Served as Financial Manager of aggregate budgets >$19M, reported to client’s Principal Financial Analyst on: annual budgets, project estimates, spend tracking and forecasting, monthly billing, and accruals • Participated in new business pitches; notable win: Bristol-Myers Squibb & AstraZeneca joint venture Show less