Your local Sandler trainer in South Florida
- Managing Director of Sales – Florida for BNY Mellon, Wealth Management: Doubled assets under management from $2.5 Billion to over $5 Billion in 5 years.
- President - Seaside National Bank & Trust, South Florida Region: Built 5 branches, hired over 30 people and raised the balance sheet to over $100 million in assets in only 2 years during the banking crisis of 2008 and 2009.
- Senior Vice President - GenSpring Family Offices: Developed new relationships with ultra high net worth families. As 1 of 10 sales professional, he was instrumental in branding and growing the firm to over 10 times its original size.
- Vice President, Financial Advisor - Bernstein Investment Research and Management: Developed a book of $200 Million In Assets Under Management in only 3 years.
- Sales - Cordis, Johnson & Johnson: Sold the first ever coronary heart stents and managed the North Florida Territory from Jacksonville to Mississippi.
- United States Naval Academy - BS in Oceanography
- U.S. Marine Corps – Major, Marine Aviation
- Cordis, Johnson & Johnson - Sales
- Bernstein Investment Research and Management – Vice President
- GenSpring Family Offices – Senior Vice President
- Seaside National Bank & Trust - President
- BNY Mellon, Wealth Management – Managing Director
- Place of Hope - Planned Giving Council
- Honda Classic - Ambassador
- U.S. Naval Academy Alumni Association
- Father of two young ladies currently excelling at College of Charleston and University of Georgia