Resumes
Resumes
Owner And President
View pageLocation:
Scottsdale, AZ
Industry:
Financial Services
Work:
Manulife
Field Development Consultant
Maximum Impact Partners, Inc.
Owner and President
Nuveen 1982 - 1998
National Channel Manager-Independent Dealer Division
Fidelity Investments 1986 - 1989
National Sales Manager
Field Development Consultant
Maximum Impact Partners, Inc.
Owner and President
Nuveen 1982 - 1998
National Channel Manager-Independent Dealer Division
Fidelity Investments 1986 - 1989
National Sales Manager
Education:
Indiana University Bloomington 1978 - 1982
Bachelors, Bachelor of Science, Economics
Bachelors, Bachelor of Science, Economics
Skills:
Mutual Funds
Retirement
Retirement Planning
401K
Investments
Marketing Strategy
Financial Services
Series 63
Series 7
Marketing
Asset Allocation
Wealth Management
Asset Management
Sales
Finance
Defined Benefit
Pensions
Investment Advisory
Series 6
Alternative Investments
Financial Advisory
Fixed Annuities
Account Management
Investment Strategies
Retirement Plan Consulting
Securities
Trading
401 Retirement Savings Plans
Securities Regulation
Retirement
Retirement Planning
401K
Investments
Marketing Strategy
Financial Services
Series 63
Series 7
Marketing
Asset Allocation
Wealth Management
Asset Management
Sales
Finance
Defined Benefit
Pensions
Investment Advisory
Series 6
Alternative Investments
Financial Advisory
Fixed Annuities
Account Management
Investment Strategies
Retirement Plan Consulting
Securities
Trading
401 Retirement Savings Plans
Securities Regulation
Interests:
Inc
The Welcome To America Project
Children's Showchoir Angels Sing
The Welcome To America Project
Children's Showchoir Angels Sing
Languages:
English
Spanish
Spanish