Columbia Threadneedle Investments (Columbia Threadneedle) is the global brand name for the Columbia and Threadneedle group of companies. Columbia Management Investment Distributors Inc. is a broker-dealer and member of FINRA. Comments and "likes" should not be considered endorsements/recommendations, or indicative of any future performance or success. For your privacy, please don’t post account or service-related information on this page. Instead, contact me directly. Please visit http://www.columbiathreadneedleus.com/social for more important disclosures and information.Highly driven, performance focused leader with 24+ years financial services experience including wholesaling, financial advising and public accounting. Proven record of increasing sales thru strong relationships and consultative-based sales skills, balancing both analytics and value-add business building ideas. Versatile strategist in overall planning and execution of sales campaigns. Series 63, 65, 7 Registered Representative.Specialties: External Wholesale; Mutual Funds; Managed Accounts; Sales Leader; Tri-channel; RIA; Independent Advisor; Broker-Dealer; Building Relationships; Presentations; Regional Vice President; Value based Selling; Registered Representative; Series 7; Series 63; Series 65