Overview

I have over twenty years of sales experience, seventeen in finance/credit, twelve years of experience as an advisor, fourteen in insurance, seven years of OSJ experience and seven 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 grow a relationship.

Market
Advisor/RIA
Member Level
Chalice
Last Activity
today
Listing Age
691 days old

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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