Overview

Phase 1 - Currently have my Insurance Licenses and plan to get my Series 65 Licenses by end of the year.
Phase 2 - Based on my background of Enterprise Sales Management and Leadership with a Fortune 25 Tech Company using an RIA Ensemble Practice business model by using a fintech solution for our service offerings.

Phase 3 -Once the bugs are worked we will be to grow to scale via acquisition The Ensemble Practice using the fintech solution as our competitive advantage

Joining Succession Link now to see if they would be the right tool to use for Phase 3

Last Activity
within 6 months

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