* Successful marketing/selling products/services/consulting to financial industry;* Generated revenues for mature and start-ups;* Managed territories throughout the U.S. and Canada;* Experienced in training/mentoring new hires;* Skilled in phone/email/webinar/person-to-person communications;* Investment Banking background honed capital raising skill set;* Professional insurance and securities licenses;* Reputation for integrity, dependability and doggedness; Highly motivated business development professional who is well organized, creative, multi-task oriented and able to solve problems using creative thinking methods. Successful driving revenues for established, growth and start-up companies in a variety of industries; especially financial services. Successful in developing long-term relationships with senior level contacts. Advanced level of communication and interpersonal skills (oral and listening).