Along the way, I’ve learned that building a successful business requires more than generating revenue. It takes vision, strong leadership, adaptability, and an understanding of what creates lasting value.

 

Those experiences ultimately led me to establish Value & Transition Partners, where I now focus on helping business owners build stronger companies and create more choices for their futures.

 

A Career Built Around Growth and Leadership

Throughout my career, I’ve held senior executive positions with Raymond James, Countrywide, and SBLI, with responsibilities spanning business development, strategic planning, sales leadership, market expansion, and organizational growth.

 

At Raymond James, I served as Senior Vice President and National Director of Custody & Clearing, helping lead a business that grew from approximately $3.9 billion to $126 billion in assets under custody.

 

As Vice President of Countrywide Bank and Countrywide Investment Services from 2003 to 2005, I directed sales efforts, market expansion, and personnel across the eastern United States, from Boston to Florida and west to Chicago. During my tenure, Countrywide Bank experienced extraordinary growth, with assets increasing 103% year over year in July 2004 and reaching $66 billion by June 2005.

 

At SBLI, I served as Director of Wholesale Marketing, overseeing sales of the company’s life insurance products through its bank distribution channel.

 

These experiences gave me firsthand insight into what drives sustainable growth, creates enterprise value, and allows businesses to navigate change successfully.