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Biography

With over 32 years as a consultant and executive in several banking and financial service institutions, X is a veteran wealth management advisor with a solid record of achievement in investment portfolio management, annuities management, and business development. He is currently an independent contractor for AXA Advisors, providing financial service and business management consultancy to individual investors, upstart entrepreneurs, and several Fortune 500 companies in New York.

As a Vice President for Investments and Senior Portfolio Manager for Smith Barney, UBS Financial Services, and Merrill Lunch during most of his early career, X has managed well over $200 million in assets, launching the careers of some of the best fund managers in the state, driving consistent business growth through strategic investment marketing, and leveraging the companies’ competitive edge in capturing new business opportunities in current and target markets, maximizing market penetration through customized sales strategies, and tapping new funding sources for capital venture initiatives and programs.

A strong advocate in client-centric and best-of-breed investment practices, information-driven approaches to risk management, business-aware relationship management, and forward-looking global asset management, X has demonstrated uncanny ability to grow assets under the most demanding economic clime and market demands, while delivering exceptional service and professional relationship building that has endeared him to clients and colleagues. Managing concurrent client accounts is never a problem, as X thrives best where the most demanding challenges bring out his skills in creating a satisfying client experience in the areas of business development, industry networking, targeted marketing and sales strategy development, capital sourcing, securities trading, fund and investment management, annuities management, risk mitigation, revenue enhancement, asset growth and protection, and financial program management.

X currently holds a baccalaureate degree in Business Administration with valid licenses for series, 3, 7, 63, 65 and 66, as well as licenses for Life, Health, and Annuities in the States of New York and Florida. He has co-authored Every Woman’s Guide to Investing published in 1995. For more information on his availability to serve your business and investment needs, you may contact him through AXA Advisors, his mobile phone at (647) 694-0867, or his email at xsample@gmail.com.