Investment consultant with over 8 years of industry experience. I desire to win client loyalty through integrity, in-depth market knowledge, and honed wholesaling acumen. My skills in market analytics and consulting have made me a highly effective wholesaler across all advisor channels, including ...
more
Investment consultant with over 8 years of industry experience. I desire to win client loyalty through integrity, in-depth market knowledge, and honed wholesaling acumen. My skills in market analytics and consulting have made me a highly effective wholesaler across all advisor channels, including RIA's, independent, 401K, and wire-house advisors.
less
Latest Comments