Overview

I am a tenured financial services wholesaler looking to take my broad skill set of face to face sales, extensive knowledge of the credit, capital markets and retirement planning and work for myself and on the behalf of retail clientele.

Last Activity
6 months or more

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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Resources
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