Goal-driven Financial Consultant,
adept at building customer base and increasing revenue.
30 years experience in the Brokerage Industry.
Multi-talented Trainer, Mentor, Supervisor, consistently rewarded for success in planning and operational improvements.
Experience in policy development, procedures manuals, and engaging seminars, positively impacting overall morale and productivity.
Senior Financial Advisor and outstanding performer in Training and Coaching within the Financial Industry.
Proven success in leadership, operational excellence and organizational development with keen understanding of elements of the Financial Industry.
Recognized for inspiring team members to excel and encouraging creative work environments.
Securities Exchange Commission Licenses, Including Series 7, 63 and 65 Licensed, previously.
Life and Health Insurance Producer License With Variable Designation, previously.
Real Estate Salesperson License
Modules Completed for the CFP Exam.
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