6.28 out of 10 (what is this?)
Search Their Arrest Record, Driving Record, Marital Status and More...
I have a rare combination of skills and experience that bridge financial services and social business. Financial Services As a financial services industry veteran with over years of experience in roles spanning customer service, finance and investment advice and management. I have worked at world-class firms such as Fidelity Investments, State Street Corporation, The Pioneer Group and BFDS. I have worked in both retail and institutional businesses and have a deep understanding of the challenges and opportunities that exist at their intersection. I spent significant time in channel management for phones operations and web development at Fidelity where I developed a keen appreciation for the intricacies customer service and sales in a regulated environment. I have also run a successful independent Registered Investment Advisory practice for years where I became an early adopter of social media tools for growing and managing my book of business. Social Business I have been a leader in the social media industry for years. As an entrepreneur and investor I created Tweetworks, a conversational platform for Twitter users. I also used social media tools such as LinkedIn, Twitter and Facebook to create a robust business network. I am an active content creator with an passion for web video. I am the co-creator and co-host of NomX a popular web series about social media and technology that takes place over lunch. Specialties Video Production, Social Media, Social Business, Strategy, Speaking, Entrepreneurship, Finance, Investing, Investment