Switchboard

Revolutionary digital banking platform helping independent financial advisers to illustrate, automate and implement cash flow planning and advice.

Co-Founder, Head of Growth

Responsible for driving financial advice sales and production growth in the Ameriprise Advisor Center

National director of field training for Ameriprise Financial

Regional Sales Director for region including Chicagoland and Milwaukee

Responsible for increasing the quantity and quality of financial planning advice sales for 6 offices in the Midwest region.

Entrepreneur, sales and leadership professional with proven success in SaaS technology, financial services and eCommerce brands.