Description
SUMMARY Energetic, detail oriented with 18 years of Wealth Planning and Wealth Management experience, servicing prominent individuals and families as well as mid to large sized business owners. Well versed in comprehensive financial planning, consultative sales and determining solutions. Broad experience drafting summaries and proposals, negotiating results and giving presentations. Core competencies lend strength to: Business Development Philanthropic Planning Relationship Management Business Succession Planning Trust and Estate Planning LegacyPlanning Consultative Sales Investment Planning and Analysis Retirement Planning Negotiations
Accomplishments
Highlights:
Keywords
