Resumes
Resumes

Founder And Chief Executive Officer
View pageLocation:
Westminster, CO
Industry:
Financial Services
Work:
Summit Financial Solutions
Founder and Chief Executive Officer
Nylife Securities Llc
Registered Representative
Jefferson County Aug 2008 - Aug 2011
Social Studies Teacher
New York Life Insurance Company Aug 2008 - Aug 2011
Licensed Agent
Founder and Chief Executive Officer
Nylife Securities Llc
Registered Representative
Jefferson County Aug 2008 - Aug 2011
Social Studies Teacher
New York Life Insurance Company Aug 2008 - Aug 2011
Licensed Agent
Education:
Grand Canyon University 2010 - 2010
Masters
Masters
Skills:
Licensed Life Insurance Agent
Investments
401K Rollovers
Annuity Sales
Asset Protection
Retirement
Estate Planning
Insurance
Gifting Strategies
Key Person Protection
Legacies
Multi Generational Planning
Multi Generational Wealth Transfer
Protection Planning/Family Security
Retirement Planning
Small Business
Succession Planning
Wealth Preservation Planning
Customer Service
Life Insurance
Finance
Team Building
Investments
401K Rollovers
Annuity Sales
Asset Protection
Retirement
Estate Planning
Insurance
Gifting Strategies
Key Person Protection
Legacies
Multi Generational Planning
Multi Generational Wealth Transfer
Protection Planning/Family Security
Retirement Planning
Small Business
Succession Planning
Wealth Preservation Planning
Customer Service
Life Insurance
Finance
Team Building
Interests:
Family
Networking
Business Management
Kids
Aviation
Soccer
Golf
Asset Protection
Public Speaking and Travel
Networking
Business Management
Kids
Aviation
Soccer
Golf
Asset Protection
Public Speaking and Travel