Resumes
Resumes
Regional Director At Cherry Financial Partners, Ltd.
View pageLocation:
Dallas/Fort Worth Area
Industry:
Financial Services
Agency Owner At Farmers Insurance
View pageLocation:
2709 Queen Elaine Dr, Lewisville, TX
Industry:
Financial Services
Work:
Symetra Financial - Dallas/Fort Worth Area since Mar 2011
Regional Vice President
Great-West Life and Annuity Insurance Company Jul 2010 - Feb 2011
South Region Sales Director
Cherry Financial Partners, Ltd. Dec 2009 - Jul 2010
Regional Director
AXA Equitable Nov 2007 - Nov 2008
Business Development Director/ Annuity Wholesaler
Fisher Investments Sep 2007 - Nov 2007
Vice President
Regional Vice President
Great-West Life and Annuity Insurance Company Jul 2010 - Feb 2011
South Region Sales Director
Cherry Financial Partners, Ltd. Dec 2009 - Jul 2010
Regional Director
AXA Equitable Nov 2007 - Nov 2008
Business Development Director/ Annuity Wholesaler
Fisher Investments Sep 2007 - Nov 2007
Vice President
Education:
Duquesne University 1990 - 1993
MBA, Finance University of Iowa 1984 - 1988
BBA, Finance
MBA, Finance University of Iowa 1984 - 1988
BBA, Finance
Skills:
Investments
Wealth Management
Variable Annuities
Retirement Planning
Series 63
Mutual Funds
Asset Allocation
Life Insurance
Asset Management
Finance
Financial Services
Fixed Annuities
Insurance
Investment Advisory
Portfolio Management
Retirement
Series 7
Wealth Management
Variable Annuities
Retirement Planning
Series 63
Mutual Funds
Asset Allocation
Life Insurance
Asset Management
Finance
Financial Services
Fixed Annuities
Insurance
Investment Advisory
Portfolio Management
Retirement
Series 7
Financial Services Professional
View pageLocation:
Dallas/Fort Worth Area
Industry:
Financial Services