Cambridge Executive Council and Senior Vice President
Cambridge Investment Research Home Page
I am a dynamic and highly skilled industry leading executive with almost twenty (20) years of financial service experience including a background developing and implementing advisory services and marketing campaigns, educational conferences and curriculum, business consulting and operational processes by segmenting existing sales forces, expanding existing relationships and penetrating new markets. I am also skilled in strategic thinking and problem solving, polished communications, presentation, training, change management and conflict resolution. My experiences affords me the ability to build, mentor, train, lead and supervise highly effective teams. Previously, I was the Vice President, Director of Advisory Services and Business Consulting for Mutual Service Corporation, an LPL Financial Affiliate and was a member of the MSC Executive and Management Committees involved in all aspects of the firm. Prior to joining Mutual Service Corporation, I was the Vice President of Advisory Services with the AIG Advisor Group of broker/dealers. I have a Bachelors degree in Finance from Southern Illinois University, as well as certificates in Personal Financial Planning and Facilitative Leadership Training programs. I currently have FINRA Series 4, 7, 24, 63, 66 and 79 licenses. I am a member of the Financial Services Institute and have served on the FSI Marketing and Advisory Services Council.
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