Chief Executive Officer at 401(k) Rekon, Branch Manager at Raymond James Financial Services, Inc.
Location:
Wilmington, North Carolina Area
Industry:
Financial Services
Work:
401(k) Rekon since Mar 2009
Chief Executive Officer
Raymond James Financial Services, Inc. since Mar 1993
Branch Manager
Prudential Securities Aug 1992 - Mar 1993
Financial Advisor
Education:
The American College 2004 - 2006
College for Financial Planning 1998 - 2000
Stetson University 1984 - 1988
Stetson University 1985 - 1987
West Geauga 1982 - 1985
Skills:
Helping financial advisors and RIAs build more successful retirement plan practices by leveraging the resources of 401(k) providers Sifting through thousands of web pages and materials to identify the best resources from bundled providers third party administrators (TPA) and Defined Contribution Investment Only (DCIO) providers