Experienced business development executive with proven success who thrives in fast paced and creative environments. Over the past 20 plus years I have built an expertise in building and implementing strategies to help families of significant wealth meet both short and long term goals across their entire balance sheet.
Strengths lie in new business development, building and managing relationships, uncovering client needs and presenting creative solutions to meet them. Deep knowledge of private banking, asset management, trading, alternative assets and credit.