Overview

I have over 15 years experience retirement plan industry. Currently working as a Relationship Manager. Looking to join either an existing practice or acquire an existing book of business. Primarily focus on consulting retirement plans.

Last Activity
today

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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