Overview

20 year industry veteran working with the same firm.
I have successfully acquired 2 books of business in the last 2 years, I am very familiar with the concerns of the retiring broker and know how to transition the book and address the concerns of the clients.

Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred
Resources
Loading...