I am a highly motivated, results driven retirement services executive with 15 years experience. My focus is on developing new institutional relationships in Colorado, Utah & Arizona for our Core market benefits program. I also maintain distribution relationships with RIA’s, Brokers, TPA’s and with plan sponsors.I currently hold Registered Securities Representative and Registered Securities Broker licenses.Views expressed are as of the date indicated and may change based on market and other conditions. Unless otherwise noted, the opinions provided are those of the author, and not necessarily those of Fidelity Investments. Links to third-party web sites may be shared on this page. Those sites are unaffiliated with Fidelity. Fidelity has not been involved in the preparation of the content supplied at the unaffiliated site and does not guarantee or assume any responsibility for its content. Fidelity Brokerage Services LLC, Member NYSE, SIPC 900 Salem Street, Smithfield, RI 02917 931890.2.0
Listed skills include 401K, Retirement, Series 7, Series 63, and 20 others.