Overview

Interested in opportunities to grow via acquisition in the Cedar Rapids Iowa market. Most interested in First Clearing books of business due to my current use of Envision. I am 46 and spent 14 years in the banking channel and have been independent for 4.

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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Resources
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