Successful institutional sales exec with strong international experience (esp. in Canada, Japan, and Belgium) and domestic (U.S.) experience in providing solutions to Tier 1 corporate and public pension plans; Sovereign Wealth Funds; Single Family Offices; and Endowments and Foundations.

- Have Successfully Passed US FINRA Series 24, 9, 10, 7, 63, 65, 79 and 3 exams

- Established 1st Foreign dual-licensed investment advisor/broker-dealer in Japan (Japan Country Manager)

Specialties:
- Board level operational experience for start ups in the U.S., Canada, and Japan.

Ancillary:
- Business-level proficiency in Japanese; moderate proficiency in several other languages

Non-Profit Boards:
- Extensive Board-level experience in several non-profit organizations in Asia, Europe, North America
- Extensive Executive-level non-profit experience (President)
Successful institutional sales exec with strong international experience (esp. in Canada, Japan, and Belgium) and domestic (U.S.) experience in providing solutions to Tier 1 corporate and public pension plans; Sovereign Wealth Funds; Single Family Offices; and Endowments and Foundations. - Have Successfully Passed US FINRA Series 24, 9, 10, 7, 63, 65, 79 and 3 exams - Established 1st Foreign dual-licensed investment advisor/broker-dealer in Japan (Japan Country Manager) Specialties: - Board level operational experience for start ups in the U.S., Canada, and Japan. Ancillary: - Business-level proficiency in Japanese; moderate proficiency in several other languages Non-Profit Boards: - Extensive Board-level experience in several non-profit organizations in Asia, Europe, North America - Extensive Executive-level non-profit experience (President)
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