Bringing a proven track record of more than 20 years in sales, training and finance, and I’m excited about the chance to work with the great team at Portico Invest.  My focus remains on delivering exceptional customer outcomes, promoting best practices, and aligning every interaction with both customer satisfaction and business goals.

In addition to my sales achievements, I am deeply committed to developing talent and fostering a culture of continuous improvement. My proactive, results-driven approach, coupled with excellent communication skills, will allow Portico to grow our team in a positive way, bringing an improved customer experience and industry-leading service to our clients.