Global Atlantic Financial Group
Regional Vice President
Inland Securities Corporation Apr 2017 - Jan 2018
Senior Vice President - External Wholesaler
S2K Financial Jan 2016 - Apr 2017
Regional Vice President
Realty Capital Securities Aug 2012 - Dec 2015
Regional Vice President
Universal Financial Consultants Jan 2010 - Dec 2012
Senior Sales Consultant and Partner
Education:
Stetson University 1982 - 1985
Bachelors, Bachelor of Business Administration, Economics
Boston College 1981 - 1982
Skills:
Retirement Planning Series 63 Series 7 Mutual Funds Fixed Annuities Investments Wealth Management Variable Annuities Alternative Investments Life Insurance Retirement Securities 401K Public Speaking 529 Plans New Business Development Capital Raising
Certifications:
Nasd Series 7 and 63 Life and Health and Variable Annuities