Quick Interview: view Salary range: $90,000 to $150,000 Willing to relocate: Yes Years of related job experience: 13 Highest degree earned: Bachelor of Science in Business Administration Languages: English
This candidate is a dynamic, high-energy Sales, Management, and Financial Services Professional, fully licensed and ready to make a difference in your bottom line. He is an articulate communicator with exceptional interpersonal skills and has an impressive record of helping individuals and businesses address their financial goals. He has recently relocated to Nashville and is ready for his next challenge.
EMPLOYMENT HISTORY
Organization: Please reach us for these details! Location: Denver, CO Job title: Regional Vice President Years and months employed: 7 Year(s) 6 Month(s) Responsibilities: Specialized in marketing Fixed, Index and Variable Annuities to Financial Advisors. Managed all aspects of the territory including achieving sales goals, adhering to budget, client retention and prospect acquisition. Be a trusted resource for Financial Advisors on tax issues, trust questions, market analysis and competitive intelligence. Serve as a speaker at seminars / educational forums.
Organization: Park Avenue Securities Location: Nashville, TN Job title: Investment Specialist Years and months employed: 1 Year(s) 4 Month(s) Responsibilities: Managed the securities side of a life insurance agency. Responsible for training and educating agents on securities products. Kept agency in compliance with regulators.
Organization: Quick & Reilly Location: Nashville, TN Job title: Financial Consultant Years and months employed: 1 Year(s) 7 Month(s) Responsibilities: Gather assets through building relationship with existing accounts. Discover financial objectives of clients and allocate assets accordingly. Place stock/bond orders throughout day for customers.
EDUCATION
Institution Name: Samford University Location: Birmingham, AL Degree earned: Bachelor of Science in Business Administration Major/Concentration: Accounting Year Graduated: 1999
