Description
Regional Vice President with 25 years of experience and proven ability to build market presence. Executes marketing and sales programs that improve visibility, sales penetration and account base using consultative, educational, trust building format. Proven track record showing recruiting and leadership skills, building collaborative relationships and territories from the ground up, to become substantial contributors to bottom-line success. Has strong interaction and relationship skills and is a consistent top performer.
Work Experience
| COMPANY | POSITION HELD | DATES WORKED |
|---|---|---|
| (Confidential) | Regional Vice President | 4/2017 - Present |
| Benjamin & Jerold | Broker | 3/2016 - 4/2017 |
| Flexible Plan Investments | Regional Sales Manager Southern California | 6/2015 - 12/2016 |
| Bma Securities | Broker/S 24 License | 3/2011 - 10/2014 |
| Scottsdale Capital Advisors | Broker/S 24 | 12/2009 - 3/2011 |
| Bill Slattery & Associates | Accountant/Personal Assistant | 9/2008 - 12/2009 |
| Re Green Usa | Director Investor Relations | 1/2007 - 12/2009 |
| Nexcore Capital Usa | Vice President Socially Responsible Investments | 1/2007 - 8/2007 |
| Atlas Securities | Investment Representative | 7/2005 - 5/2006 |
| Dean Investment Associates | Western Regional Manager West | 6/1997 - 6/2005 |
| Morgan Stanley | Account Executive | 2/1993 - 6/1997 |
| (Confidential) | Retirement Planning Specialist | / - Present |
Accomplishments
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