Successfully facilitated investor-related issues for both house accounts as well as personal book of business. Engaged other broker-dealer firms and their representatives in marketing stock, bond, and private placement securities for affiliated companies. Significantly raised new investments on a monthly basis surpassing a 5 year goal in less than 2 years. Started and managed an affiliated insurance agency to specialize in charitable insurance programs for non-profit ministries… Show more Successfully facilitated investor-related issues for both house accounts as well as personal book of business. Engaged other broker-dealer firms and their representatives in marketing stock, bond, and private placement securities for affiliated companies. Significantly raised new investments on a monthly basis surpassing a 5 year goal in less than 2 years. Started and managed an affiliated insurance agency to specialize in charitable insurance programs for non-profit ministries in under-served communities. Show less

Successfully marketed all types of investments from 401(k)'s and other qualified plans, annuities, stocks, bonds, and private placements.

Managed broker-dealer firm registered in 39 states. Recruited, trained, and supervised registered representatives in various locations with expanding books of business. Handled all regulatory issues.

Specialized in qualified plans and group benefits and mutual funds, especially to churches, schools, and other non-profits. Worked in MEP/PEO benefits business. Became firm's top producing rep in 18 months.

Extensive travel, mission conferences, regional and national trade shows, mentored and coached individual pastors coast to coast throughout the denomination. Developed resources for new church planting opportunities and organizing pastors' support.