Dynamic equity sales professional with a proven track record of securing new business across diverse financial institutions. Expertise in fostering and maintaining strong client relationships to ensure long-term satisfaction and loyalty. Committed to driving new business initiatives, cultivating strategic partnerships, and leading collaborative teams to achieve exceptional results. Recognized for delivering outstanding execution and consistently exceeding performance targets.
2019 - Current: Founding President, Greenwich Chapter, National Charity League
Securities Licenses Series 7 & 63