Highly motivated, top-performer financial services management executive with expertise in annuity sales, marketing, product development and product management. My experiences include both the wholesale and retail (private clients, financial professionals, business owners and institutional) side of ...more

Highly motivated, top-performer financial services management executive with expertise in annuity sales, marketing, product development and product management. My experiences include both the wholesale and retail (private clients, financial professionals, business owners and institutional) side of the business. I have proven success in increasing/retaining assets, expanding product market penetration, enhancing productivity and energizing product awareness, marketing and distribution efforts. I have recruited, developed, motivated and managed top-performing advisors and built extremely effective relationships both the retail and wholesale organizations while the goals and objectives of the business. Last by not least, excellent organizational and presentation skills and a passion for the business.less