Resumes
Resumes
President - Seven Hills Financial Services, Llc
View pagePosition:
President at Seven Hills Financial Services, LLC, Field Representative & Financial Advisor at Guardian Life Insurance
Location:
Greater Milwaukee Area
Industry:
Financial Services
Work:
Seven Hills Financial Services, LLC - Greater Milwaukee Area since May 2007
President
Guardian Life Insurance - Greater Milwaukee Area since May 2007
Field Representative & Financial Advisor
AXA Advisors Aug 2000 - Apr 2007
Financial Advisor
American TV Nov 1995 - Dec 1999
Team Developer
Pepsi Cola General Bottlers - Greater Milwaukee Area 1993 - 1995
Sales Representative
President
Guardian Life Insurance - Greater Milwaukee Area since May 2007
Field Representative & Financial Advisor
AXA Advisors Aug 2000 - Apr 2007
Financial Advisor
American TV Nov 1995 - Dec 1999
Team Developer
Pepsi Cola General Bottlers - Greater Milwaukee Area 1993 - 1995
Sales Representative
Education:
Northern Michigan University 1988 - 1993
BS, Security Administration, Public Relations Brown Deer High School 1984 - 1988
FINRA
BS, Security Administration, Public Relations Brown Deer High School 1984 - 1988
FINRA
Skills:
Retirement Planning
Disability Insurance
Asset Allocation
Executive Bonus Programs
Long Term Care Insurance
Retirement Income Strategies
Qualified Retirement Plans
Succession Planning
Permanent Life Insurance
Term Life Insurance
Health Insurance
Group Benefits
Series 7
Series 66
Series 24
Disability Insurance
Asset Allocation
Executive Bonus Programs
Long Term Care Insurance
Retirement Income Strategies
Qualified Retirement Plans
Succession Planning
Permanent Life Insurance
Term Life Insurance
Health Insurance
Group Benefits
Series 7
Series 66
Series 24
Interests:
Business Development, Coaching, Computers, Reading, Golfing
Honor & Awards:
Multi-time MDRT Qualifier
Vice President
View pageLocation:
1403 Maple Ct, Port Washington, WI 53074
Industry:
Financial Services
Work:
Seven Hills Financial Services, LLC - Greater Milwaukee Area since May 2007
President
Guardian Life Insurance - Greater Milwaukee Area since May 2007
Field Representative & Financial Advisor
AXA Advisors Aug 2000 - Apr 2007
Financial Advisor
American TV Nov 1995 - Dec 1999
Team Developer
Pepsi Cola General Bottlers - Greater Milwaukee Area 1993 - 1995
Sales Representative
President
Guardian Life Insurance - Greater Milwaukee Area since May 2007
Field Representative & Financial Advisor
AXA Advisors Aug 2000 - Apr 2007
Financial Advisor
American TV Nov 1995 - Dec 1999
Team Developer
Pepsi Cola General Bottlers - Greater Milwaukee Area 1993 - 1995
Sales Representative
Education:
Northern Michigan University 1988 - 1993
BS, Security Administration, Public Relations Brown Deer High School 1984 - 1988
FINRA
BS, Security Administration, Public Relations Brown Deer High School 1984 - 1988
FINRA
Skills:
Team Development
Organizational Leadership
Finanical Advisor Coaching
Recruiting
Wealth Management Services
Estate Conservation Strategies
Executive Bonus Programs
Qualified Retirement Plans
Investment Strategies
Retirement Income Strategies
Business Succession Strategies
Financial Services
Life Insurance
Long Term Care Insurance
Disability Income Insurance
Series 6
Series 7
Series 66
401 Rollovers
Financial Advisory
Asset Allocation
Alternative Investments
Employee Benefits
Financial Planners
Retirement
Securities
Permanent Life Insurance
Whole Life
Universal Life Insurance
Term Life Insurance
Finance
401 Retirement Plans
Mutual Funds
Variable Annuities
Fixed Annuities
Defined Benefit
Pensions
Defined Contribution Plans
Iras
Group Benefits
Asset Management
Wealth Management
Wealth Accumulation
Investment Advisory
Risk Management
Investments
Health Insurance
Critical Illness
Insurance
Million Dollar Round Table
Organizational Leadership
Finanical Advisor Coaching
Recruiting
Wealth Management Services
Estate Conservation Strategies
Executive Bonus Programs
Qualified Retirement Plans
Investment Strategies
Retirement Income Strategies
Business Succession Strategies
Financial Services
Life Insurance
Long Term Care Insurance
Disability Income Insurance
Series 6
Series 7
Series 66
401 Rollovers
Financial Advisory
Asset Allocation
Alternative Investments
Employee Benefits
Financial Planners
Retirement
Securities
Permanent Life Insurance
Whole Life
Universal Life Insurance
Term Life Insurance
Finance
401 Retirement Plans
Mutual Funds
Variable Annuities
Fixed Annuities
Defined Benefit
Pensions
Defined Contribution Plans
Iras
Group Benefits
Asset Management
Wealth Management
Wealth Accumulation
Investment Advisory
Risk Management
Investments
Health Insurance
Critical Illness
Insurance
Million Dollar Round Table
Interests:
Children
Computers
Coaching
Economic Empowerment
Business Development
Politics
Environment
Education
Providing Careers
Reading
Golfing
Science and Technology
Arts and Culture
Health
Computers
Coaching
Economic Empowerment
Business Development
Politics
Environment
Education
Providing Careers
Reading
Golfing
Science and Technology
Arts and Culture
Health
Languages:
English
Certifications:
Series 7
Series 66
Series 66