Executive Director
CurrentResponsible 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.