Wrac Member Sfwmd 2015 - 2015
Member
Southern Trust Financial Planning 2015 - 2015
Senior Vice President, Financial Advisor
Axa 1996 - 2003
Regional Sales Manager
Midland Walwyn Capital 1992 - 1994
Director of Marketing
Kemper 1991 - 1992
Marketing Services Director
Education:
University of Massachusetts Amherst 1974
Northeastern University
Skills:
Wealth Management Estate Planning Program Management Marketing Communications Product Marketing Public Speaking Incentive Programs Wholesaling Client Service Client Communication Client Retention Financial Planning Conference Speaking Seminar Presentations Client Relationship Building
Interests:
Boating Children Football Backpacking Spending Time With Family Economic Empowerment Traveling Politics Scuba Environment Education Science and Technology Camping Swimming Fishing
Southern Trust Financial Planning since 2009
Senior V. P.
Melhado Flynn 2003 - 2007
Sr. V.P. and sales manager
AXA Equitable 1996 - 2003
V.P. and Regional Sales Manager
Oppenheimer Capital/Saratoga Capital 1994 - 1996
Regional Sales Manager
Midland Walwyn 1992 - 1994
Director of Marketing/Director of Managed Assets