Overview

I am a retired Navy Officer that specialized in Financial Management. While teaching at the Navy Postgraduate School, I related many of my lectures to the stock market and private business to my student, who were worked in the military/public sector. My friends, family and fellow professors have always encouraged me to follow my passion in the stock market, so I retired and pursued a career as a Wealth Manager.

I want to buy a $10M to $50M book to grow my business and establish lifelong relationships with my clients. I was loyal to the Navy for 24 years and plan to be loyal to my clients another 26+ years.

Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred
Resources
Loading...