Creative Retirement Solutions since Jan 2010
CEO
Transamerica Jul 2007 - Oct 2008
Client Relationship Manager
SunTrust Bank 1997 - 2006
Group Vice President
AXA Mar 1993 - Dec 1997
Qualified Plan Consultant
Citi Group May 1991 - May 1993
Retirement Plan Specialist
Education:
Florida State University 1987 - 1991
Skills:
401K Customer Service Management Retirement Leadership Strategic Planning Sales Management Crm Insurance Investments Product Marketing Mutual Funds Retirement Planning Employee Benefits Financial Services Relationship Management Finance Business Planning Series 6 Series 63 Erisa Sales