Overview

Seeking to merge a small practice and join another firm in the Boulder area with continued oversight of merged accounts and have an opportunity to manage and grow clients for another firm as a team member. Extensive business experience in sales and business development, started with a national broker in 2009 as a captive advisor and currently operating as and independent advisor. Licensed in CO, CA, FL, CT series 7 and 63 as well as life and annuity.

Last Activity
2 weeks

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