Investment sales professional focused on advisor distribution, territory development, and asset growth across Wirehouse, Independent, and RIA channels.
Overview
6
6
years of professional experience
Work History
Associate Director
Janus Henderson Investors
Denver
05.2022 - Current
Partner with Wirehouse, Independent Broker-Dealer, and RIA advisors across a 5,000-advisor Bay Area territory to provide portfolio construction, asset allocation, and investment guidance.
Generated $900M+ in gross sales during 2025 and am on pace to exceed $1B in 2026 through advisor relationship management and business development.
Led territory coverage for five months following the Regional Director’s departure, maintaining advisor engagement, business continuity, and sales momentum.
Develop and execute territory business plans with external wholesalers and specialist teams to deepen advisor relationships and drive asset growth.
Deliver investment presentations, market insights, and portfolio implementation guidance to advisors and branch teams.
Recognized as Runner-Up, Internal Wholesaler of the Year for 2025
Investor Services Lead Representative
Janus Henderson Investors
Denver
05.2021 - 05.2022
Managed a team of 8-10 nonlicensed representatives providing investor support
Provided one-on-one coaching, handled escalated calls, and ensured exceptional service standards.
Investor Services Specialist
Janus Henderson Investors
Denver
08.2020 - 05.2021
Processed shareholder transactions and addressed complex account inquiries
Delivered customer service to retail and institutional investors.