Responsible for sales and management of Florida, and parts of Georgia for mutual funds, SMA, and alternative investments. Stacked ranked #1 for the last two years. My sales combined are more than the rest of the country for the second straight year. Also involved in national speaking, meeting with analysts, marketing policy, and sales strategy. I am also the Senior VP, Traditional Strategist responsible for closing, educating, training and strategy development for the Eastern US.

Mutual Fund wholesaler covering independent, 401K, and wirehouse B/D advisors in Florida. Consistently "stacked ranked" as one of the top wholesalers in volume, market share, sales to goal and appointments. Served on multiple committees picked by the national sales manager to help advance, educate and distribute messages to the field and management. Mentored multiple wholesalers and home office staff. Top year was over $550 million in sales