Position:
Senior Vice President Sales & Head of Commercial Sales & Partnerships at WealthEngine Inc.
Industry:
Marketing and Advertising
Work:
WealthEngine Inc.
- Greater Denver Area since Feb 2009
-
Senior Vice President Sales & Head of Commercial Sales & Partnerships
BroadReach Partners
2006 - 2008
-
Vice President of Business Development
Institutional Shareholder Services
2001 - 2004
-
Vice President - Global Head of Corporate Governance Ratings Sales
I/B/E/S (Thomson Financial)
1994 - 2001
-
Vice President Sales
MBF Northern Securities (Caspian Securities)
- Kuala Lumpur, Malaysia Jul 1996 - Aug 1998
-
Vice President- Institiutonal Asian Sales
JP Morgan & Co., Inc.
1989 - 1991
-
Financial Training Program
Education:
Pepperdine University, The George L. Graziadio School of Business and Management 1991 - 1993
MBA, International Business
Northeastern University 1984 - 1989
B.S., Finance
Skills:
Predictive Analytics, Big Data, Direct Marketing, Wealth Analytics, HNW & Affluent Marketing, Marketing, Sales, Analytics, Marketing Strategy, Financial Services, Real Estate, Luxury, Retail, Disruptive Technologies, Referral Marketing, Luxury Brand Marketing, Wealth Management, Private Aviation, Travel, Business Intelligence, Research, High Net Worth Individuals, New Business Development, Strategy, Business Development, Lead Generation, Strategic Partnerships, Sales Process, Salesforce.com
Interests:
Marathon Running, Tough Mudders, Fly Fishing, Boy Scouts, Backgammon and political thriller books.
Honor & Awards:
2012 - Marine Corps Marathon
2012 - Tough Mudder Beaver Creek
2012 - Steamboat Marathon
2011 - Chicago Marathon
2011 - Tough Mudder Beaver Creek
2008 - Black Belt - Taekwondo
1995 - NYC Marathon