Overview

For 38 years, I have been in the life insurance, long term care, mutual fund, annuity, and managed investments business. I was self-employed for 30 years and a wholesaler for Bank of New York Mellon’s Lockwood Advisors for almost six years. For the last two years, I have been semi-retired. I want to reengage into the industry. I’m open as to the venue. I do not have to do anything, but my broad experience at planning, sales, and sales management, should not sit idle.

Last Activity
within 6 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred
Resources
Loading...