Bio
Founder/Dean Institute for Innovation Development - a business development catalyst for fin'l advisors, fintech co's & fin'l services executives.
Career History
30yr veteran of financial services industry leading sales & strategic account depts with firms like OppenheimerFunds, TempletonFunds, Neuberger&Berman, & Peregrine Asset Mgmt(HK) - Working successfully from the trenches with fin'l advisors to senior execs at the home offices.