Overview

I'm a highly accomplished Investment Consultant with outstanding client development, relationship management and problem resolution abilities. I've been in my current position for almost 10 years and have been very successful in developing the book of business on Cape Cod for the last 6 years.

I'm interested in working with an established and reputable RIA that may be in the process of selling their practice immediately or a creating a succession plan over a couple of years.

Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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