Over the last 20 years I have been driven to be the best business partner to financial professionals. My goal each day is to help Financial Professionals, grow AUM, increases referrals, and enhance existing relationships. I am extremely professional, motivated and driven person. My skill set ...
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                                Over the last 20 years I have been driven to be the best business partner to financial professionals. My goal each day is to help Financial Professionals, grow AUM, increases referrals, and enhance existing relationships. I am extremely professional, motivated and driven person. My skill set includes calling on all channels and selling multiple product lines.
Strengths:
• High energy and goal oriented
• Confident and articulate speaker
• Experienced in selling annuities, mutual funds, ETF’s and SMA’s in all distribution channels
• Organized and disciplined work ethic
• Professional sales training
Accomplishments:
• Over nineteen years of experience wholesaling
• Responsible for over $2.85 billion in sales (The Hartford Mutual Funds)
• Consistent top performer within organizations
• Completed over 400 public seminars for financial advisors
• Presented to 200 peers at 2009-2005, 2003-2000 The Hartford National Sales Conferences
• Member of the Top Wholesaler Advisor Board 2010-2005 The Hartford
• Recognized leader, trainer, and motivator within the company
• Have succeeded to make the Top Producer trip 12 out of 13 years selling at The Hartford 
• Help start and lead Compass EMP Index Funds and ETF’s over four years until they sold
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