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Work Background
Kurv Investment ManagementRegional Business Consultant
Jul. 2025Fairfield, CTWholesaler covering CT, MA, RI, NH, VT, and ME. www.kurvinvest.com
Caddis LLCChief Executive Officer
Oct. 2024New York City Metropolitan AreaFractional Chief Revenue Officer.
Tactive Advisors LLCDirector of Business Development
Nov. 2023 - Jul. 2024Fairfield, Connecticut, United States
Real Intelligence LLCPresident
Oct. 2019 - May. 2023Fairfield, Connecticut, United States• Served as the Co-Founder and President of the organization focused on providing an advisor training program to improve productivity, allowing anyone to visualize their financial future in just 10 minutes, providing a foundation for advisors to build strategic negotiations and a family office experience
• Launched the Dynamic Map mobile app, and Whoosh! Primed for Retirement mobile app, providing tools to assist advisors in strategic conversations with prospects and clients
• Utilized aggressive social media strategies, television, radio, podcasts, and monthly columns in various media outlets such as Forbes, Global Banking and Finance, Yahoo Finance, Newsmax Finance, and FinTech Buzz to develop the Dynamic Mapping brand
• Oversaw the development and launch of the organization’s website, www.realintelligence360.com, establishing an online presence, expanding business accessibility, and providing better customer service
• Responsible for the publishing of the “Weathering Financial Storms” textbook for use by professional financial advisors, providing a strategic tool to deliver financial guidance concerning preparing for and going through challenging times
• Hosted the “Dynamic Mapping” podcast that launched a platform discussing the Dynamic Map method of preparing for and adapting to various financial situations, as well as overcoming obstacles along the way
AssetMarkBusiness Development Officer
Jan. 2016 - Oct. 2019New England states and Upstate New YorkSecured over 100 new advisors representing 1/3 of all assets spanning New England and Upstate NY territories, resulting in increasing assets under management by $200M and exceeding the sales goals by 50%
• Developed and implemented sales strategies and utilized expertise to train and coach the sales team, generating $260M in established targets for the territory
• Established connections and developed and cultivated relationships with independent financial advisors, supporting top organizational performance
• Provided guidance and mentoring for team development, as well as identifying opportunities to feed the talent pipeline
• Responsible for leading the sales and development of new business opportunities for a trailblazer in the Turnkey Asset Management (TAMP) market, expanding brand awareness and market share
• Created and implemented a strategy called “High Net Worth Mastery,” providing a roadmap to guide financial advisors on transitioning business to focus on higher net worth investors
Advisors Capital ManagementRegional Vice President
Jan. 2015 - Dec. 2015Connecticut, Rhode Island, and Massachusetts• Responsible for leading the business development for financial services solutions, overseeing the territory consisting of Connecticut, Rhode Island, and Massachusetts
• Constructed and implemented a sales strategy, delivering custom portfolios for investors interested in tax management through individual securities
Curian CapitalExternal wholesaler
Jan. 2008 - Dec. 2014Connecticut• Performed as Senior Regional Business Consultant within the Connecticut territory, focusing on developing and cultivating client relationships to drive sales and expand market share
• Transformed the underperforming region to the largest in sales in 18 months, taking it from worst to first and generating $150M+ in gross sales year over year, as well as ranking #1 out of 46 wholesalers in 2011-2012
• Created and launched a program called “Millionaire University” focused on teaching advisors how to acquire and manage assets for high-net-worth clients, resulting in receiving the 2012 Innovator of the Year Award
• Achieved continued success from those who completed the Millionaire University Challenge, with graduates generating an average of $28M in new assets
• Leveraged subject matter expertise to train, guide, and educate financial advisors concerning the benefits and solutions offered through the Curian’s asset management platform, showing the benefits of the tool to grow and manage the financial services business
MetLife InvestorsRegional Vice President
Jan. 2004 - Dec. 2007New York State and Connecticut• Recruited as Regional Vice President to oversee the wholesale annuity sales for the regional advisor channel in New York State and Connecticut, leading 3 different territories within 3 years, successfully turning each region around to achieve a positive performance
• Utilized expertise and best practices to exceed all yearly sales targets, delivering over $100M in new advisor assets year over year
• Delivered a continued top performance and achieved the #1 ranking in percentage to goal for the wirehouse channel in multiple categories
Putnam AllstateRegional Vice President
Jan. 2001 - Dec. 2004New York State
John Hancock / Manulife / Wood LoganRegional Vice President
Jan. 1998 - Dec. 2001Upstate New York and Eastern Pennsylvania
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