Senior Vice President and DSG Wealth Management
A national financial services company that serves high net worth and institutional clients. It is fully-capitalized by institutional investors and senior financial services executives who have no interest or involvement with its product selection or research, which eliminates conflicts of interest.
'There is one thing stronger than all the armies in the world, and that is an idea whose time has come.'-Victor HugoI am passionate about harnessing the power of great ideas by transforming them into great realities that propel growth. As a growth-oriented strategy professional in a disruptive financial services company, my mission is to create strong relationships and meaningfully connect people, ideas, and products. In a world that is more interconnected than ever, innovation is impactful, and profound relationships are rare. They are the driving forces of growth.I specialize in:-strategy- relationship development-business development-content marketing-professional services marketing-market research-analytics-project management-competitive intelligence
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