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With over 15+ years of expoerience, as a Vice President and Financial Advisor, I have gained invaluable
experience in in asset management, financial strategy development, process improvement, and client
relationship management. This expertise has allowed me to be knowledgeable in driving referral
business/productivity, building successful client relationships to boost profitability rates, and implementing
financial strategies to launch key business partner agreements.
With over 15+ years...
Ideal Companies: Fidelity, Schwab, similar highly regarded financial institutions; sales force, google, facebook, other tech firms as well as fintech firms.
Tags:
Insurance, Services, Financial, Health Insurance, Management, Wealth Management, Portfolio Management, Risk Management, Planning, Series 7, Series 66, Series 63, California Life and Health Insurance License, Financial Planning, Team Building, Leadership, Project Management, Client Services Development Stratgic Marketing Plans & Execution, Management Consulting, Process Improvements, Strategic Parrtnerhip Devellopment, Consultative Selling, Asset Management, Policy Development, Employee Development/coaching/Mentoring, Sales Team Training & Performance Evaluations, Regulatory Compliance, Financial Markets, Broker Dealer, Strategic & Financial Planning, Client Services Development, Business Deveopment
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