• Significant industry experience in the financial services sector as a top producing multi-product, multi-channel wholesaler.• Over $5 Billion raised in 40-act mutual funds, fixed, indexed, MYGA, RILA, variable annuities, closed end offerings, Alt’s, ETF’s, SMA’s & Interval Funds.• Thorough investment product knowledge, demonstrated sales, sales management, business development, individual coaching & planning experience combined with a tireless work ethic & an exceptionally infectious personality. • Excellent written and verbal communication skills including extensive public speaking & group presentations conducted throughout the country. • A well-developed network of nationwide professional contacts.Specialties Include: Mutual Fund | ETF | CEF Sales & Marketing {All Channels} Including SMA | UMA | PW | OCIOFixed, Variable, Indexed, MYGA, RILA & Income Annuity Distribution Specialist {All Channels}Top Requested Key Note Speaker for Large and Small Group Sales PresentationsVoted #1 for Client Appreciation and Acquisition EventsExperienced in Proprietary & Private Label Product Design & PricingLed Multiple Successful IPO & CEF Product Launch / Sales & Marketing CampaignsConducted National Sales Training & Over 1000 Coaching SessionsContinuing Education Instruction, {Ethical Sales & Marketing + Retirement Plan Distribution Strategies}Territory Design | Regional Segmentation ExpertRetirement Income Distribution Planning SpecialistFacilitated Advanced Presentation Skills TrainingPrivate Wealth Management & Business Development Expert | High Net Worth Market SpecialistPlayer-Coach / Mentor - Performance Evaluation & Planning Expert | Business Building Best Practices Leader in Practice Management {Rate My Practice | Workshop | Groups | Individual Instruction}Certified to Lead & Facilitate Integrity Selling - Integrity Solutions Training ModeratorCertified to Lead & Facilitate Managing Goal Achievement Training as lead Moderator