Description
Professional Summary Financial Services Manager with over 15 years of successful experience, and Financial Advisor with a verifiable track record of producing tangible results in helping clients achieve their wealth management goals, while contributing to the growth of the firm through leadership, business development, and 8 figure personal production. * Multiple-time 8 Figure Producer * Experienced Manager over 15 years * Ranked Top 4% Nationally (of 11K) * Exceptional Sales & Mentoring Skills * Consistent, Multi-time Award Winner * Expert Analyst, Planner, & Manager * Strategic Partnership Program Creator * Organized, Dependable, & Accountable
Work Experience
| COMPANY | POSITION HELD | DATES WORKED |
|---|---|---|
| Mrk Financial Solutions / Clearing | Financial Advisor Financial Advisor | 1/2016 - 1/2017 |
| Building Trades Credit Union / Cuso Clearing | Financial Advisor Financial Advisor/Agent Advisor | 1/2013 - 1/2015 |
| 1 Of Only 2 Advisors (Out Of 100) | Financial Advisor | 1/2006 - 1/2012 |
| Cross Functional Financial Leadership | Ira Department Manager | 1/1984 - 1/2006 |
Accomplishments
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