Overview

I am an experienced investment professional with over 16 years of industry experience in asset management. I have spent the last 14 years as an investment specialist, focused on wholesale distribution in the North Central U.S. I started my career in the industry as a financial advisor and would like to eventually resume that role given the right opportunity. I'm interested in partnering with advisors to either sunset or buy their practice.

Last Activity
2 weeks

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred
Resources
Loading...