Description
Professional Summary Senior Investment Wholesaler with 24 years of financial services experience is seeking an opportunity for a Business Development/Account Management position is the Financial Services Industry. Products sold include: mutual funds, hedge funds, variable annuities, REITs, alternative investments, managed futures, DPP's, and managed money. Have raised over $3 billion in assets. Extensive network of financial advisors with a broad base of relationships in the Northeast region Series: 6, 7, 63, 65, MA Life and Health Accomplishments * Ranked #1 out of 24 territories with annual sales of $500,000,000 and more * 2010 Ranked #2 out of 9 territories with sales of $16.7 million up from 2009 sales of $800,000. * 2008 Ranked #4 out of 37 territories with sales in excess of $105 million. * 2007 Ranked #7 out of 37 territories with sales in excess of $60 million (2006 territory produced $38 million). * 2006 Managed the Northeast Region which finished first for the company in EIA sales and EIUL sales.