
About Me
I have been leading global sales businesses for asset management giants for more than 2 decades and across 3 renowned firms, AllianceBernstein most recently. I have organically raised upwards of $150 Billion in my sales leadership roles to date... I’ve been training business leaders and sales professionals since 2002 and I’ve created a Master Class that teaches the tools of persuasion, and the science behind them. I co-authored the #1 Bestselling INFLUENCE & IMPACT (Success Publishing) with author Chris Voss (*NEVER SPLIT THE DIFFERENCE). The book presents actionable strategies and techniques that empower readers to effectively use empathy and influence. ----------------- Away from my sales leadership roles, I am also an early FinTech inventor and holder of patented trading protocol, "Systems and Methods for Controlling Portfolios" (Pat.#s 8,095,446 and 8,660,928). My patents are aimed at DEMOCRATIZING INVESTING by reimagining the way investors select, safeguard, and automatically rebalance fund/ETF investments.
Where I can help
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