I have over 20 years of various consulting, sales and support experiences in the Financial Services industry. I have had the opportunity to work for some of the industries top firms like Morgan Stanley, Wells Fargo, LPL Financial, E-Trade and CUSO Financial. Specialties: Series 7; Series 66; ...more

I have over 20 years of various consulting, sales and support experiences in the Financial Services industry. I have had the opportunity to work for some of the industries top firms like Morgan Stanley, Wells Fargo, LPL Financial, E-Trade and CUSO Financial. Specialties: Series 7; Series 66; Series 24; CA Life & Health Insurance Licless