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Work Background
QT AerospaceChief Executive Officer
Jun. 2024Dallas, Texas, United States
MonstroHead Of Digital Wealth Strategy
Apr. 2022 - Nov. 2023West Palm Beach, Florida, United StatesAt Monstro we're on a mission to make independent guidance about your financial, legal and tax life available to everyone. That starts with the basics, and we're showcasing some of the ways we'll be seeking to engage and educate audiences in our app ahead of launch over the coming weeks. Click over to monstro.com if you want to discover more and get notified when we do. #fintechnews #fintechstartups #personalfinance
Enhanced Solutions Advisors, LLCFounder & CEO
Oct. 2016Greater Tampa Bay AreaEnhanced Solutions Advisors is a Top training, wealth coaching and business consulting firm for entrepreneurs, investors, executives, and family offices.
Wells Fargo Private BankWealth Advisor, Senior Vice President
Jan. 2014 - Nov. 2016
EarlySharesCo-Founder
Nov. 2011 - Oct. 2016Miami/Fort Lauderdale AreaFund your Passion! EarlyShares is the crowdfunding platform
where small investments ignite big ideas. EarlyShares is an Equity & Rewards based Crowdfunding platform that helps entrepreneurs and business owners turn their passion into possibilities and profits. We call it Passionomics.
Wells Fargo Private BankSenior Wealth Planning Strategist
Jul. 2010 - Jan. 2014Miami/Fort Lauderdlae, FL• Drive wealth planning activities in market and across the planning continuum in support of business development, client management and relationship expansion. • Responsible for leading the consultative and advisory wealth planning approach by acting as advisor and coach to Relationship Managers and other wealth planning staff in the region.
• Develop comprehensive client solutions and provide subject matter expertise with a special emphasis on the most advanced level of traditional quantitative financial and estate planning, including cash-flow and Monte Carlo analysis, insurance analysis, income tax planning, businesses succession and sophisticated estate planning. • Serve as Wealth Strategist to the most complex, visible, & top revenue-generating clients. • Facilitate the planning process and the development and delivery of the plan as needed. • Act as a financial planning and product expert when needed, as well as supervise and review work of Wealth Planners and Financial Advisors. • Help Relationship Managers and Financial Advisors deepen and broaden relationships with existing clients and assist them in bringing new relationships in. • Work with the Advisors to assess clients and prospects and determine the best plan of action and team members to serve them - based on goals, objectives, and current situation. • Responsible for the identification and development of client cases ranging from $5-50MM+. • Provide ongoing training and support to Financial Planners and Private Bank Relationship Managers. • Monitors and track client revenues related to financial planning work to ensure sales opportunities are maximized. As of January 2013, a relationship with the S. Florida Regional Planning team accounted for: 1. 215% Growth in Relationship Balances
2. 143% Increase in Revenue Generated per client
3. 41% Increase in Client Loyalty
4. 38% Increase in Cross-Sell
5. 19% Increase in likelihood to Recommend Team to Friends/Family
HSBCPremier International Wealth Manager
Mar. 2006 - Jul. 2010National Responsibility▪ Serve as team leader in the delivery of consulting, cross-border financial planning and coordinating overall sales process for high net-worth individuals with international needs. Expand relationships with affluent international clients.
▪ Participate in the marketing of consulting and cross-border financial planning services to new and existing affluent international clients. Support the holistic wealth management proposition for the internationally savvy client.
▪ Coordinate international wealth management activities for wealth staff within a Premier Banking Center, including their training to support business initiatives. Monitor sales results and provide training, coaching or remedial action as required.
▪ Gather and analyze client information to recommend appropriate products and services to meet financial goals and objectives for their international situation. Formalize final proposition and recommendation and construct an internal team to meet client international needs. Assist in developing strategies for acquiring new clients with international needs.
▪ Maintain and enhance a referral network to generate new business and expand affluent international client relationships. Work closely with corporate partners, to refer customers requiring specialized services to the appropriate area, foster teamwork. ▪ Develop & coordinate relationships with external professionals. ▪ Complete appropriate documentation on sales activities to ensure compliance with pertinent regulations.
HSBC SecuritiesRegulated Sales Manager,Training
Mar. 2006 - Feb. 2008National Responsibility• Tapped to develop relationships with the HSBC Securities Operation, Compliance, and the HSBC Wealth Management staff with the goal of being the training team of choice. • Instructional design and delivery of compliance, regulatory, sales coaching, product knowledge, and relationship management courses as well as managing the onboarding and ongoing training requirements of all Premier Relationship Managers and Financial Advisors for HSBC Securities USA. Specialty: High-Net Worth Clients. • Managed all aspects of human resource management, including: recruiting/hiring activities; performance measurement; annual performance reviews & merit salary increases; career development & coaching activities; training; and incentive compensation for a team of Experienced Professionals across the United States.
• Budget responsibility for Regulated Sales Team annual budget. • Aligned staff deliverables, learning techniques and sales activities to efficiently meet the needs of our Wealth Management clients and became the training team of choice for all target clients. • As a result of the success, I was hired by my internal client: HSBC Securities to lead the development of an International Wealth Management team for serving the needs of High Net Worth Cross-Border Clients.
TIAAIndividual Consultant
May. 1999 - Nov. 2000
H&V Financial Services, Inc.Financial Planner, Compliance Manager
Jun. 1988 - Mar. 2006Buffalo, NY• Coordinated design and release of marketing materials and client educational brochures.
- Developed compliance procedures and efficient monitoring techniques for the company to ensure activity met NASD/SEC regulations. • Designed and implemented corporate benefit, retirement, and continuation plans, and personal financial & estate plans for clients goals and needs. Responsible for corporate accounting, tax returns, and pension plan 5500‘s. • Doubled Assets Under Management between 1998-2001 when I reduced hours to attend Law School.
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