Overview

I work with individuals and retirees to prepare them for retirement through Financial planning and asset managements. I hope to find an opportunity to expand my practice by acquiring a book of business. Building my business organically has worked successfully thus far, but with seven years in the industry I want to turbo charge my growth trajectory.

Last Activity
within 3 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred
Resources
Loading...