Leading performer in the financial industry for over 20 years, providing high value and technical knowledge of investment products and services to clients. Strong foundation of relationship management. Recognized for creative strategies, building high-performing teams, and spearheading best practice models. Championed launch of company model for wealth management at TIAA-CREF and Vanguard. Ranked as #1 in the company nationally in 2009 for retention, sales, leadership, and client satisfaction scores; top 5% in 2008; and top 7% for 2006 and 2007 Specialties: Coaching Mentoring Prospecting Cross Selling Estate Planning Analytics Performance Measures Team Building Retirement Planning Wealth Advising