Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Managed the State of Florida territory responsible for the wholesale of fixed and variable annuities, mutual funds and qualified plans to 200 investment professionals and licensed bankers in the bank channel.
Developed, structured and presented investment ideas and themes at group licensed banker, financial consultant, regional sales and one-on-one meetings.
Managed a four state territory responsible for the wholesale of fixed annuities and mutual funds to investment representatives in the bank channel. The states were Florida, Alabama, Mississippi and Louisiana.