Chief Operating Officer for world renowned global financial companies with expertise in Wealth Management, Private Equity, Banking and Asset Management with over 20 years of deep and broad operating experience to introduce efficiencies, enhanced client services and generating organic & inorganic growth.
Wealth Analytica – Retirement Reporting and Analytics
StratWealth Management Group – Wealth Management
Pinnacle Advisory Group – Wealth Management
C Change Investments – Private Equity
Lehman Brothers – Asset Management
Deutsche Bank – Banking and Asset Management
