Overview

I am interested in setting up relationships to eventually purchase or succeed retiring professionals books of business. I can help streamline offices through technology and also help convert clients to fee based relationships.

Last Activity
within 4 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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Resources
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