Executive deferred compensation consultant through Alliance, Key Account, RIA, Insurance, Independent, and National Partner wealth advisory channels.Assist in designing and structuring NQDC plans with finance executives, financial advisors, and counsel to meet the organization's HCE and Key Employee compensation, long-term incentive, attraction, retention, and cost recovery objectives.Consult in the design of Deferred Compensation, Phantom Stock, Shadow 401(k), Restoration, 401(k) Wrap & Overflow, Long-Term Incentive, Synthetic Equity, SERP, & Defined Benefit nonqualified retirement plans.

Responsible for all aspects of management and supervision of $2.6 Billion territory covering Southern California, Nevada and Arizona.● Developed and managed staff of 15+ financial professionals● Responsible for the development and expansion of over 175 client relationships and 512 specific plans in the region.● Successfully sold and re-signed $1.5 Billion in employer plans 2007-2008● Expanded territory assets by over 50% during tenure.● Qualified for recognition/honors all years.