Overview

I have been in the industry for over 14 years and have a proven track record of growing practices. I spent 4 years building a book of business from scratch to $40 million. I then took on a role as a non producing principal for the past 10 years and had to sell my existing portfolio. Over that time I grew the office's AUM to $150 million from scratch. I've recently moved back into personal production with Cetera and am looking for a strategic, growth driven partnership.

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within 6 months

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