Overview

I have over twenty years of sales experience, seventeen in finance/credit, thirteen years of experience as an advisor, fifteen in insurance, eight years of OSJ experience and eight years of acquisition experience. I am looking for a practice to acquire and am in the unique position of experience, opportunity and ability to move anywhere to acquire and take over an established practice.

Please let me know if you want to engage in a conversation about your business, and we'll see if we can find an opportunity to benefit both parties.

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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Resources
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