Ethical and productive sales professional with ten years of financial services experience, six years of operational and sales management experience, and a history of exceeding pre-defined team and individual goals.
Builds positive and enduring relationships with diverse personalities and in a variety of different roles.
A results-oriented individual with strong verbal and written communication skills and ability to manage and develop large teams of diverse individuals.
Speaker and author of the book, "Hope Is Not A Strategy: How to Build the Ultimate Financial Plan", due out in 2010.
Ability to be analytical, thorough and detail-oriented, yet communicates these complex concepts in a simple, easy to understand manner.
Driven to develop self, aspires to complete MBA and obtain ChFC, CLU, and CFA designations.