Overview

12 years financial experience consisting of research at an RIA and various corporate FP&A roles as well as operations at a Advisory Firm while getting my undergrad. From an education and accreditation standpoint, I have my MBA, level I of CFA, series 7, (working on series 66 now), insurance licenced in health and life.

I am currently starting from scratch as a financial advisor under mentorship and employ at a national investment advisor firm.

My experience and platform give me a recipe for success, but my prospecting and sales experience is very new. As I begin to build this business, looking for opportunities to partner, sub-advise and/or pick up volume where others are in need of assistance. I'm also beginning to research what it might look like to eventually purchase an existing book once I have an established process and model for success.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week

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