An experienced consultant and sales partner, I work directly with financial advisors to identify solutions to their clients鈥� investment needs. My priority is building strong relationships that allow me to best understand advisors鈥� businesses and help position them for growth. I offer Ivy investment solutions and value-add programs to address a changing market environment and to align with specific client goals.
We鈥檝e updated our privacy policy so that we are compliant with changing global privacy regulations and to provide you with insight into the limited ways in which we use your data.
You can read the details below. By accepting, you agree to the updated privacy policy.
