Overview

Experienced regional vice president for Western & Southern Financial Group. I cover Six States, and I am responsible for sales in the western region. Excellent communication and relationship-building skills. Creative and energetic with a proven track record for meeting and exceeding sales goals on a regular basis. Have coached and trained coworkers to improve sales and market share in the financial services industry. I hope to uncover New Opportunities through either merging with an experienced financial advisor or possibly purchasing my own book of business to expand my career.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months

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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