Passionate, top producing consultant sought after for personality, work ethic, and the perspective provided in a high-demand role. Trusted consultant and top of field within peer group.
Overview
10
10
years of professional experience
Work History
Sr. Regional Director
Principal Asset Management
Denver, CO
11.2023 - Current
Cultivated Principal relationships across wire house, RIA, independent, and bank channels in Colorado, Utah, New Mexico, and Wyoming.
Raised $430M in 2024, $505M in 2025 (exceeded goal both years)
On pace for +50% year-over-year growth in ETF sales in 2026 - from $47m in 2025 on pace for $72m in 2026
Ranked in top 25% of peers for activity metrics in 2024, 2025, and 2026, reflecting strong performance and dedication to business growth.
Educated financial advisors with market updates and product solutions, enhancing their client engagement and investment strategies.
Presented on capital market outlooks and exit planning strategies for business owners, collaborating with Principal Advanced Solutions department to drive client success.
Sr. Regional Consultant
Putnam Investments
Denver, CO
07.2021 - 10.2023
Managed all Putnam relationships at the wire house, RIA, independent, and bank channels in Colorado, Utah, and New Mexico.
Raised $325M in 2022, $365M in 2023
Leader in sales for SMA & ETF wrappers, ranking in top 25% vs company peers
Ranking top 30% in advisor growth at Putnam, top 25% in advisor retention
Educated financial advisors on market updates and tailored product solutions
Consulted with advisors on practice management strategies tailored to individual needs
Presented on capital market outlooks, social media branding, and tax planning strategies to mitigate tax risk
Senior Associate Consultant
Putnam Investments
Boston, MA
01.2018 - 06.2021
Collaborated with external consultant to coordinate efforts across all channels in Colorado, Utah, and New Mexico
Dealer Market Services & Client Service Representative
Putnam Investments
06.2016 - 12.2018
Education
Bachelor of Science - Finance
Rivier University
Nashua, NH
05-2016
Skills
Territory management
Business development
Consultative sales
Portfolio construction
Practice growth consulting
Public speaking
CEPA®
Series 6, 7, 63, 65
Hobbies and Interests
Sporting events
Mountain Biking
Golf
Skiing
Camping with my family
Timeline
Sr. Regional Director
Principal Asset Management
11.2023 - Current
Sr. Regional Consultant
Putnam Investments
07.2021 - 10.2023
Senior Associate Consultant
Putnam Investments
01.2018 - 06.2021
Dealer Market Services & Client Service Representative