Overview

I am a 35 year old successful Salesperson who has been working for large corporate (Xerox, ADP, Lexmark) for the past 11 years.

I love people, never met a stranger, and know how to make, keep, and maintain good relationships. I am also an Eagle Scout who believes in honor, integrity and holds honesty in high regard.

I am pursuing a career change to Financial Services with the goal to one day become an Advisor and CFP. My goal is to serve and support people, first and foremost. Secondly, I wish to make this change to pursue a "career", something I can pass down to my family, and not just another "job".

I am interested to speak with you about opportunities to become an apprentice and/or successor in the effort to support your important book of clientele; as well as build my own in the process. I am driven, smart, motivated, mature, and most of all I want to pursue this for the right reasons. Please reach out!

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Listing Age
1,011 days old

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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Insurance Business

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Technology Solutions

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CRM Systems

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