Focused on individual and business risk manangement using life, health, disability insurance products as well as accumulation planning for individuals and corporate entities.

Focus on recruiting, training and developing agents in the processes of selling life insurance and other financial products.

Responsible for the sales of life insurance and investment products to the clients of six Allstate Agencies in the Marion NC area.

Managed Branch in Marion NC, responsible for sales and compliance.

Responsible for operational and compliance issues as ownership of this small registered company was transitioned from myself to several representatives in the firm.

Presented Flexible Plan's proprietary risk management solutions for client portfolios to brokers and investment advisers. Responsible for daily activity to increase sales.

Managed client portfolios for mid sized wealth management firm affiliated with CPA practice in Western NC. Served as director of investment research and development from August 2007 until leaving to build a boutique broker dealer and investment advisory firm.

Advised clients of the bank on investments, general financial planning and income planning. Maintained brokerage accounts, and served as principal for two branches in Marion and Newland NC.

Developed and managed Insurance and Annuity marketing for this regional broker dealer in Columbia, SC. Managed branch office in Columbia SC supervising 8 registered reps, and reaching increasing revenue goals for four consecutive years.

Sales rep for the company, a General American Life general agency, marketing insurance and annuity products, and investments offered through Walnut Street Securities.

Sold and serviced ordinary life insurance and other insurance products; registered to sell mutual funds and variable insurance contracts. Targeted business owners and professionals, and focused on asset management and risk control work in these markets.