Occupation:Financial Advisor |
Location:Winter Springs, FL |
Education Level:Bachelor |
Will Relocate:YES |
Description
Consistent achievements as a top private banking and wealth management producer increasing revenues, portfolio size, and profits through expertise in business development, relationship management with exceptional service follow up. Specialized experience in the professional healthcare sector in relation to practice finance, wealth management, risk management, asset protection, wealth transfer for medical professionals and practice acquisitions.