Fidelity Investments
Investment Management Consultant
Lead complex client relationships, uncover opportunities and coordinate specialized partners to deliver strong outcomes.
Strategic Relationship & Business Leader
Lead with trust.
I lead through relationships, judgment and accountability. I develop people, build trust and bring teams together to solve complex challenges and move business forward.
Strategic relationships. Advisor development. Cross functional leadership. Commercial impact.
Strategic
Relationships
Build trust, strengthen partnerships and create long term business value.
People
Development
Coach with clarity, reinforce accountability and help people grow with confidence.
Team
Leadership
Align the right people around complex priorities and move work toward resolution.
Business
Growth
Connect relationships, disciplined execution and opportunity to meaningful outcomes.
Leadership philosophy
Own the relationship. Understand the problem. Align the right people. Deliver the outcome.
Career Experience
Leadership built through trusted relationships, people development and disciplined execution.
LPL Financial
Corporate Strategy · Leadership · Advisor Development
Led a structured advisor development program supporting financial professionals from licensing through production. Delivered coaching and presentations, adapted training to participant needs and created targeted content to strengthen development, confidence and execution.
TD Ameritrade Institutional
Senior Relationship Manager → Senior Transition Specialist
Led strategic RIA relationships and complex firm transitions, serving as a primary partner and escalation point for firm leaders. Coordinated cross functional teams across training, risk management, platform resources and business partnerships to navigate complex transitions, resolve challenges and strengthen long term relationships.
Merrill Lynch
Financial Advisor
Built trusted client relationships through consultative wealth management, needs based guidance and disciplined business development. The experience strengthened a leadership approach centered on listening, accountability and earning trust before recommending action.
Professional Foundation
Professional foundation. Industry recognition. Leadership built through experience.
Advisory Board
University of California, Irvine
Advisory Board Member for the Customer Experience Program.
Education
San Diego State University
B.S., Business Administration, Emphasis in Entrepreneurship.
Professional Credentials
Financial Services
SIE • Series 7 • Series 63 • Series 65 • Series 66 • California Life & Accident Insurance
Recognition
TD Ameritrade Institutional
Recognized for leadership, partnership and contribution to the client experience.
“Leadership starts with understanding what matters, creating clarity around the next step and following through on the outcome.”
Sam FarhanConnect
Let’s build what matters.
I connect with leaders and organizations focused on strong relationships, thoughtful leadership and meaningful business outcomes.
