Description
Qualifications for Financial Management Highly motivated and hard-working sales professional with extensive experience in the financial arena including fixed income securities equity securities and investment portfolio management. Successful track record of implementing and delivering strategies that resulted in new market segments and increased revenue. Visionary with ability to project market needs increase sales and extend penetration. AREAS OF EXPERTISE ( Fixed Income Securities ( Municipal Bonds ( CMOs and MBS ( FINRA Series 7, 63, 65 licenses ( Tax-Deferred Accounts ( Tax Minimization ( Section 83 (b) Analysis ( Retirement Planning ( NUA Analysis ( KS & MO Insurance Licenses ( Stretch IRAs ( Wealth Distribution
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