In my most recent role at Cetera, I directed financial professional recruiting strategy, building and guiding a dynamic recruiting team with a focus on profitable, optimal asset classes. I am also a Strategic Advisor for Advisor Loans and Advisor Box.
In my prior role as Stifel’s Head of Advisor Recruiting, I leveraged my extensive industry expertise to attract and retain top advisor talent for the firm, recruiting approximately $53 billion in optimal assets.
Before Stifel, I spent 14 years at Merrill Lynch, leading fee-based sales and financial planning teams in New York City as well as a Managing Direrctor leading the Philadelphia Complex, and seven years at Ameriprise, where I launched and led the advisor recruiting channel for the firm’s employee division.
Over 25 years I’ve become an expert in my industry, developing solutions that offer stability and opportunity. I’ve built a flexible, scalable approach to financial services transactions which results in increased profitability and enhanced equity performance.
During this time, I’ve also grown a robust professional network through my passion for building leaders and making a difference in others’ lives.