J.w. Cole Financial, Inc.
Vice President - Advisor Solutions
Transamerica Financial Advisors, Inc. Jun 2010 - Sep 2013
Vice President - Sales, Transamerica Financial Advisors, Inc
Bny Mellon Jun 2008 - May 2010
Regional Vice President
Franklin Templeton Investments Jan 2006 - Jun 2008
Wholesaler
Franklin Templeton Investments Jun 2000 - Jan 2006
Internal Wholesaler
Education:
St. Petersburg College 1992 - 1996
Skills:
Business Acquisition Succession Planning Marketing Communications Business Development Public Speaking Leadership Coaching Sales Management Investments Financial Advisory Marketing Retirement Planning Portfolio Management Finance Strategic Financial Planning Wealth Management Investment Advisory