Bio

20+ years of experience in strategy, business development, product development, sales, account management and analysis in the financial services and high technology industries. Entrepreneurial and commercially focused. Successful negotiator with C-level executives. Consistently recognized for leadership in serving others, strong influencing skills and natural and creative problem solving abilities in high pressure environments. Disciplined in teamwork, executing to strategies and meeting deadlines. Specialties: Series 3, 7, and 63 – National Association of Securities Dealers (expired 12/09)