ØCareer spans over 20 years of middle to senior level sales and management in financial services.
ØWholesale and retail experience on both the investment and insurance sides of the industry.
ØExperience in years:wholesale 14, retail 11, investment 20, insurance 10, pensions 12.
ØA take charge, self starter who brings passion and endless creative energy to a position.
ØExcel at business expansion, talent development and operational efficiency.
ØFINRA Registrations:Series 4, 7, 9, 10, 24, 53, 63 and 66.
ØLife Insurance Licensed.
ØChartered Financial Consultant, ChFC and Chartered Life Underwriter, CLU.
ØProduct Expertise:Life insurance, annuities, stocks, bonds, options, mutual funds, managed accounts, commodities, limited partnerships, Reg. D offerings, retirement plans, estate planning and financial planning.
ØPrevious business volume responsibilities in the $100s of millions.
ØFrequent career changes have been the result the extreme industry changes (reorganizations, mergers, acquisitions) over the last decade.This is not desirable.
ØConsistency throughout career has been in the role of leading business development, with success regardless of product or distribution channel.
ØIncome has been multiple six figures for over 15 years.
ØWilling to take on tough assignments, start ups or turn around situations.
ØCurrently reside in Dallas, Texas.Originally from Georgia.