Director of Wealth Management
16+ years
Skills
Team Leadership
Business Development
Strategic Planning
Client Service
Revenue Growth
Market Expansion
Performance Management
Training & Development
Industry Relations
Education
MBA in Finance, University of Washington Foster School of Business
BS in Economics, University of Oregon
BS in Economics, University of Oregon
Certifications
- CFP
- Series 7
- Series 66
- CIMA
Strategic leader focused on growing wealth management practices and developing high-performing teams.
- Led wealth management division with $300M+ in AUM
- Grew revenue by 40% through strategic initiatives
- Built and managed team of 20+ wealth management professionals
- Developed new service offerings and market expansion strategies
- Maintained industry-leading client satisfaction and retention rates
