Resumes
Resumes

Field Vice President At Pacific Life
View pageLocation:
Naples, Florida Area
Industry:
Financial Services

Field Vice President - National Accounts - Southeast
View pageLocation:
Naples, FL
Industry:
Financial Services
Work:
Pacific Life since Jun 2010
Field Vice President - National Accounts - Southeast
UBS Financial Services, Inc. Jul 2009 - Mar 2010
Director - Wealth Planning Consultant
UBS Financial Services, Inc. Aug 2006 - Jun 2009
Director - Retirement and Annuity Consultant
UBS Financial Services, Inc Sep 2004 - Aug 2006
Director - Insurance and Annuity Consultant
Capitas Financial Dec 2002 - Sep 2004
Associate General Agent
Field Vice President - National Accounts - Southeast
UBS Financial Services, Inc. Jul 2009 - Mar 2010
Director - Wealth Planning Consultant
UBS Financial Services, Inc. Aug 2006 - Jun 2009
Director - Retirement and Annuity Consultant
UBS Financial Services, Inc Sep 2004 - Aug 2006
Director - Insurance and Annuity Consultant
Capitas Financial Dec 2002 - Sep 2004
Associate General Agent
Education:
University of South Florida - College of Business Administration 1978 - 1982
BA, Marketing College for Financial Planning
CRPC, Retirement and Financial Planning The American College
CLU, Insurance and Financial Planning
BA, Marketing College for Financial Planning
CRPC, Retirement and Financial Planning The American College
CLU, Insurance and Financial Planning
Skills:
Advanced Sales
Executive Benefits
Estate Planning
Financial Services
Life Insurance
Retirement Planning
Executive Benefits
Estate Planning
Financial Services
Life Insurance
Retirement Planning
Certifications:
Series 6
Series 7
Series 63
Series 7
Series 63