Overview

I am currently a VP of Business Dev for a large private client group and am located in Charlotte. I am interested in joining a practice that is either looking to grow and needs to bring on another professional or looking to find someone to eventually be apart of their succession plan.

I have over 15 years of financial services experience and am fully licensed and am a CFP.

I have an extensive background in investment services, working with HNW clients, in-depth financial planning and utilizing goals based investment management.

Currently, I am primarily focused on business development and planning but would like to join a firm where I can continue to grow and make an impact on all aspects of the client relationship.

Market
RIA
Member Level
Basic
Last Activity
2 weeks

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred

Loading...