Series 24, 7, 66, 52 and 53 Licenses from FINRA and CFP® certificant. Over 30 years sales and management experience. Circle of Champions winner, Multiple Presidents club winner, Multiple Year end high performer awards. Top performer relationship professional with high net worth clients. ...more

Series 24, 7, 66, 52 and 53 Licenses from FINRA and CFP® certificant. Over 30 years sales and management experience. Circle of Champions winner, Multiple Presidents club winner, Multiple Year end high performer awards. Top performer relationship professional with high net worth clients. Additionally my history has given me great experience working with all levels of corporate management of some of the largest retail corporations in the United States as well relationship management with individuals. I am a firm believer that sales is more about helping others, than just getting business done. Specialties: Business Development, Account Management, Customer Service, Sales, Sales Management, New Account Set Up.less