Description
Summary: Proven executive, general manager and entrepreneur with a high degree of business acumen. Strategic thinker who can plan and implement sales, marketing, and business initiatives to support corporate objectives with expertise in developing successful teams. Experience ranges from start-ups and small businesses to multi-million dollar companies in the financial services and medical device industries. Financial Services Industry Lakeside Financial, LLC Providing independent and holistic financial advice for the small business and family market segment. Specialty services include open architecture due diligence services for Estate/Elder Law/Tax Attorneys and CPAs. Principal & Financial Advisor * Responsible for meeting with clients, analyzing client information, making product recommendations and providing ongoing service. * Products include investments, Life Insurance, Disability Insurance, Long Term Care Insurance and guaranteed income products * Proactively seeks appropriate networking opportunities to forward feed the business by meeting with attorneys, CPAs, Wealth Advisors and Estate/Tax Attorneys. * Has achieved advanced designation: CLU (Chartered Life Underwriter) in May 2017. * Challenging the CFP exam (Certified Financial Planner) in July 2017. New York Life New York Life is the largest and most financially secure mutual life insurance company in the United States. Registered Representative * Responsible for meeting with clients, analyzing clients' information, making product recommendations and providing ongoing service.
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