Senior Financial Services executive with 25+ years of experience in recruiting and developing sales professionals and managers while building a retail sales force. Was President and CEO of a 7,000+ salesforce with 80 branch offices nationwide including Puerto Rico. While Head of AXA Advisors, LLC, the sales force reached all time highs in productivity while reducing $50 million in expenses largely through strategic restructuring. Successfully led a transformation of an insurance based sales force into fee based financial advisors. Participated in numerous global initiatives for AXA Group collaborating with colleagues in Europe, Asia and Japan. Has served on multiple industry boards and has written several published articles. Highest rated platform speaker at industry conference in front of 4,000+ attendees. Honored by Oregon State University's College of Business being featured as one of the top 100 business school graduates at it's 100 year anniversary. The featured 100 are a "who's who" of national and global business leaders.
Specialties:
Recruiting and developing financial advisors and branch managers while leading a large organization through strategic initiatives including cost control, compliance, HR, legal, training and sales support.
