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Retirement Plan Specialist
I am an ERISA trained attorney, who has extensive experience in the courtroom trial practice, marketing, sales,recruiting, mentoring, relationship management and consulting in the retirement plan and estate planning fields.
Administrative Services Manager
About Me
Industry: |
Management & Business |
|---|---|
Occupation: |
Administrative Services Manager |
Ideal Companies: |
Fidelity, Vanguard, MET and New York Life |
Education level: |
Law Degree |
Will Relocate: |
Yes |
Location: |
Buffalo, NY |
Major Responsibilities
Develop and/or vastly expand retirement plan practice.
Work Experiences
8/2007 - 8/2008
C & M Financial Services
Executive
- Marketing and implementation of all types of financial products, retirement plans, estate planning and business succession planning arrangements.
4/2007 - 8/2007
