A high-energy, results-oriented and relationship-driven financial product salesman with a proven track record of success in public speaking, financial product sales and sales team management. Being on stage educating financial advisors or retail investors is my home. A student of public-speaking, I frequently watch others do their craft to fine tune my abilities. As a frequent traveler in my twenty nine years in the financial services industry, I have given presentations in forty eight states. At AAM, I also write a monthly column in our corporate newsletter relating my travel stories to the business world. Finance is a relationship-driven industry, and I’ve found that there are many valuable lessons we can learn in everyday life that directly apply to how we conduct ourselves as professionals. Specialties: Public speaking, financial product education, sales leadership, relationship building, structured products, investments, risk management, column writing, corporate blogger
Listed skills include Investments, Fixed Income, Asset Management, Equities, and 17 others.