20 years of experience in the financial services industry in Europe and Canada
Hold positions in wealth management, sales in a B to B environment,business & partnerships development, strategic marketing and training.
Create, develop, implement and sell competitive and complex financial products and services such as pension plans, life insurance policies, mutual funds, loans, mortgages & retirement plans.
This generated multi-million dollars increase in sales.
Hold executive positions for major financial institutions in Europe and Canada including a position in a board committee.
Recruit, manage, coach, mentor and train marketing & sales teams.
Coordinate sales channels.
Develop partnerships, cross selling opportunities & joint services with other financial institutions.
Entrepreneurial skills that suit companies of all sizes.
Skilled with individuals, businesses, institutionals, trade unions, sales channels, and business providers.