Entering the financial services and corporate retirement services industry in 1997 I gained a well rounded background in almost every aspect of the retirement plan services space. I am a competitive and results driven professional with a successful background in relationship, social and consultative sales. I consult and partner with executive management teams of Banks, Registered Investment Advisory firms, and Third Party Administrators to provide a comprehensive and well designed qualified retirement plan for business owners and their employees. Financial service professionals count on me to provide sales insights in the 401(k) space and also the technical insight that clients/prospect...
