Advanced case design for business, estate, charitable and retirement planning. Problem solver, Data Analysis, project management, public speaking, team building, good listener and open minded.
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With a 30 year career in financial services, I have had the opportunity to excel in a variety of endeavors: New Agent Training, individual and firm marketing, conference organizer, advanced markets specialist, insurance brokerage manager (multiple conference-qualifier) and firm investment principal (series 24, 4 and 53)as well as a personal producer ( conference qualifier).
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