
Experience Summary:
35 years in financial industry
18 years in wholesaler experience
15 years experience plan sponsors retirement plans
18 years territory management experience
Prospecting, cold calls to building territories
22 years phone sales experience
19 years experience client advice experience
Offering strong foundation in financial principles and keen ability to learn and adapt in fast-paced environment. Brings solid grasp of financial analysis and planning concepts, along with capabilities in data analysis and client communication. Ready to use and develop analytical and interpersonal skills in Financial Planner role.
Outside sales executive to business in the Houston area, to outsource their Human Resources Department, benefits and payroll and resources.
Completed Nationally Recognized Program, MBA in Certified Financial Planning Program.