Overview

Nearly 20 years experience in financial planning, insurance and investments in different corporate structures including wire-houses and regional banks, but mostly building and leading teams within a couple mutual insurance companies. I have experience with book segmentation and working C/D relationships as well as helping coordinate teaming and/ or execution of succession plans.

Market
Advisor/RIA
Last Activity
within 6 months

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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