Experienced Sales Assistant bringing 30 years of Financial Industry knowledge, open and clear communicator skillful in resolving conflicts and providing resolutions. Skilled at building connections with customers to promote relationship longevity. Excellent communication skills combined with analytical and attentive nature. Enthusiastic and eager to contribute to team success through hard work, attention to detail and excellent organizational skills. Motivated to learn, grow and excel.
After holding my Series 7 since 1994 and being part the same Financial Advisory team for over 11 years , we decided to go independent and form our own RIA. In May 2018 we the team I worked with formed Sea Hunter Capital LLC, an Independent RIA registered with the SEC. Due to these circumstances, and because we were not affiliated with a broker dealer any longer, my licenses became inactive on May 2020. I am very willing to reacquire if necessary.
Acquired Series 7, 63 & Life Health & Variable annuities. Series 7 & 63 are inactive as of May 2020 but willing to reacquire.
Life, Health Variable Annuity (2-15) still current.
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