
Client-focused financial and business development professional with 5+ years of experience originating and managing long-term client relationships. Proven track record of acquiring new clients, evaluating complex financial situations, structuring tailored solutions, and managing ongoing relationships to drive sustained growth and profitability. Trusted advisor to business owners and executives, with strong experience in financial analysis, capital allocation, and execution. Skilled at translating complex financial concepts into clear, actionable guidance to the investment committee while maintaining client relationships.