Overview

Experienced professional looking to join the right practice and add value from day one. Hoping to assist in business operations, working with existing clients and growing my own book as well.

Uniquely experienced having worked in Legal & Compliance (and have a law degree), as a Wholesaler, and in the back-office having worked for a broker dealer in technology consulting.

Seeking opportunity to join an established practice looking for the right professional to provide long-term success, growth, and continued legacy of the practice.

Market
Advisor/RIA
Last Activity
2 weeks

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...