Financial services professional successful at advising corporations, small businesses and individual clients. Areas of expertise include asset allocation, investment strategy and risk management.
7 Time National Quality Award Winner.
Financial Service Institute member
National Association of Insurance and Financial Advisors member.
22 years of complaint free client relationships.
Attained Investment Advisor Representative Designation. See Below for a description of duties. I have had a 22 year relationship with many satisfied clients. Manages a multi million dollar client investment portfolio. I have never had a client complaint filed or received a disciplinary action.
Prospected for Clients , Analyzed client needs via Financial Profiles, Prepared a comprehensive financial plan. Managed assets and risks. Maintained ongoing relationships via annual reviews. 9 time presidents club qualifier, National Quality Award winner 8 times, National Sales Achievement Award winner based on product persistency.
Inspected products for quality and accuracy. Assisted in all facets of product shipping.
Self propelled artillery crew member/gunner. Hand picked Special Weapons Team member. 2 Army Achievement medals, Good Conduct medal, Numerous Battalion Citations, 36th Field Artillery Battalion Soldier of the Month. ENTNAC Secret Security clearance.
Honor Student, Numerous academic scholarships, Lifetime member of the Grand View Academic Honor Society. I am Also a former Alumni Board member.
Albee Scholarship recipient.
Companies Worked For:
Job Titles Held:
© 2019, Bold Limited. All rights reserved.