Vice President, Administration
- Responsible for marketing, MIS, accounting, product management, strategic planning, sales support, and training.
- Created and implemented an innovative strategic and business plan to provide products and services through telephony and Internet ([email protected]).
- Managed the strategic and business relationships with market data providers, clearing firm and product sponsors.
- Directed the strategic relationships with the parent to achieve required support for initiatives.
Vice President, Regional Sales Manager
- Managed the distribution of investment products to private bank, retail and corporate customers through registered representatives and managers.
- Led the state in sales growth with the development of and conversion to a dedicated investment representative program.