I am responsible for all aspects of business development including client relationships and partnership opportunities. My job is to find new clients, understand their business and deliver top-notch service as I help them navigate a crowded financial technology world. I was the second employee hired at AdvisorEngine and the first salesperson.
What brought me here
I began my career on the other side of the desk, as an advisor with Merrill Lynch for 10 years. I always wanted to be a financial advisor ever since I was a teenager – but somewhere along the way, I fell in love with technology and the tools that help professionals. I left Merrill Lynch to switch gears and served in business development and sales roles with BlackBerry, Outercurve Technologies and Northstar Systems – focusing on mobile market data.
I later joined the wealth management team for Interactive Data Corporation—helping financial services and wealth management firms to provide market data, mobile tools and web tools to customers and financial professionals. I completed my circle when I joined the AdvisorEngine team, where my goal is to be the hardest working person in the room.
How I balance life
I balance life by spending time with my wife and our two children and four dogs. I also enjoy playing and coaching soccer. Regularly, I get beat playing tennis with my kids. I am also learning to play drums.
My favorite quote
“Always take the back roads” – my father
What I want to know most in life
Wow, I love this question! How do planes fly? I fly all the time and it blows my mind every time we take off. How does something that big get up there?
Who inspires a sense of adventure in me
My father always inspired a sense of adventure in me – he was roamer. My father wanted to see new things all the time. He would always take the back roads, pointing out that you can’t see anything new from the interstate. He valued that life was about the ride, not the destination.