Results driven Financial Advisory Services Professional with several years of new business development, competitive market share expansion and leadership experience. Strives to use interpersonal and time management skills to successfully manage teams and client accounts to increase market value with a goal to achieve corporate goals and objectives. Entrepreneurial and energetic self starter known for my innate ability to apply my deep understanding of global capital markets, investments, cash management, business, economic and cultural factors integral to identifying opportunities and target markets while providing tactical business solutions, optimizing performance, growth and profitability. Areas of experience: Investment & Asset Management Cash Management and Lending Solutions Relationship Management Market Analysis New Business Development Capital Markets Hedge Funds Treasury Services Credit & Financial Statement Analysis Private Equity Areas of focus: Series 7 (General Securities) Series 66 (Uniform Combined State) CRM Applications 