Personal Information
Organization / Workplace
Greater Philadelphia Area United States
Occupation
President & COO InvestEdge, Inc.
Industry
Finance / Banking / Insurance
Website
http://www.investedge.comAbout
Highly accomplished Senior Executive with over 35 years of successful experience in the Financial Services Industry with increasingly complex and diverse responsibilities in Wealth Solutions, Mutual Fund Underwriting and Distribution, Custody, Securities Lending, Systems, Brokerage operations, Sub-accounting and Banking services. Developed and introduced strategic initiatives and operational improvements. Strong track record of increasing profit margins with effective expense discipline. Extensive turnaround achievements in the financial services sector. Managed budgets to $83M and 320 staff. Built top-performing teams that increased revenue while dramatically improving client satisfactio...
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