President
Director of Sales & FounderFounded and built investment advisory boutique, including strategic planning, client relationship, management, wholesaler liaison, new business development, staff management, compliance and technology. Established a strong book of business through effective relationship building, networking, solutions sales, and product knowledge. Mentored and trained new sales staff on all porducts, technology, office porcedures, and compliance. Extensive experience providing investmtnt expertise in:Mutual & Exchange Traded FundsIndividual Equities and BondsWrap AccountsManaged FuturesUnit Investmtnet TrustsPrivate PlacementsREITSFixed Insurance. Direct Participation ProgramsVariable Life & AnnuitiesHealth Insurance