With Private Asset Management, an independent fee-based SEC Registered Investment Advisor based in San Diego, CA, I worked as a Portfolio Advisor assisting individuals, families, and small corporations with their investment and wealth management needs.Started my book of business from scratch after transitioning from the Institutional side of financial services and was the top new assets producer the last four years out of six contemporaries.

Providing sales and marketing expertise to retirement plan advisors/producers in CA, AZ, NV, and HI, assisting them in targeting and growing their retirement plan practice in the small-to-mid size business space. DailyAccess is the country's largest privately held, independently owned retirement plan recordkeeper and administrator.

Providing fully customizable turn-key solutions for businesses to attract and retain their key management and highly compensated employees through the use of nonqualified executive benefits programs. Commonly, through the use of these programs, key executives can defer, on a pre-tax basis, up to 100% of their income. Our services encompass sales and marketing, plan consulting and design, assisting the client in making an educated decision on plan financing and administrative platform, educational and enrollment materials for the plan participants, plus ongoing plan advisor services. Integral Benefits, Inc. primarily works through strategic financial advisor partner relationships to provide the expertise and executive benefits solutions to their clients, which they cannot offer today. The exclusive point-of-sale expert and strategic partner for two insurance marketing organizations, for their network of 7,000 nationwide and 800 regional financial/insurance brokers and advisors.

Managed Principal’s Western U.S. Nonqualified executive benefits sales and marketing function, through Executive Benefit Services, a wholly-owned subsidiary. Expanded year-over-year regional sales by 280%, representing a 63% increase in COLI premium and annual increase in NQ plans from 24 to 50. Launched an advanced sales course for PFG’s key financial partners on the West Coast. Pioneered a training program to educate executive plan participants on tailored NQ solutions. Enhanced sales and marketing presentations through solutions-driven marketing materials.

Headed the Nonqualified Executive Benefits program in charge of sales, consulting, business planning and new client acquisitions that included Wipro, Shorenstein, Dunmore Homes, and Mariani. Managed life wholesale business operations in Northern CA, through life agents and financial partners. Drove territory sales and Life premium from $50k for first-year commission credits to $1M+ in 18 months. Strengthened Principal’s NQ and Life products, sales, and support processes, as a field member of Principal’s Product Marketing Delivery Committee.

• NQ plan sales, consulting, design, funding analysis, product selection, implementation, and enrollment• Consultant for thirty nonqualified corporate accounts, including AMD, ASML, ActivCard, Ericsson, Kendall-Jackson, KLA-Tencor, NIKE, Nortel Networks, and Papa John’s• Directed annual enrollment of over $120M in plan deferrals, representing 200% growth in four years• Managed client services team of twelve individuals, achieving highest client satisfaction survey result (98%) in the company

• President’s Club in first fiscal year; over quota in all quarters (109% to 249% of goal)• Named to the SCO America’s 20/40 Club as a top overall contributor to the corporation• Successfully closed major business-critical systems platform transactions with Ashland Oil, Cargill, Famous Footwear, Kroger, McDonald’s, Motorola, Papa John’s, Sears, Shoe Carnival, and Walgreen’s• Responsible for the successful integration of four new product lines into the field sales model for the Midwest Region and Canada, while achieving 225% of quota in two quarters• Developed budgets, sales plans, quotas, and provided revenue reporting and reconciliation for the Midwest Region and Canada field sales organizations, while coming in under budget each quarter• Managed all aspects of Human Resources for the America’s Sales and Marketing, Executive Office, and Legal organizations prior to SCO’s General Manager of the Americas offering me a career expanding move into his Sales organization.