Aig
Internal Life Wholesaler
Lpl Financial May 2014 - Mar 2015
Vice President, Risk Management, Investment Planning and Solutions
Lpl Financial Mar 1, 2013 - Jun 1, 2014
Vice President - Insurance Sales Operations
Lpl Financial Mar 2008 - Mar 2013
Director and Assistant Vice President - Insurance Sales Support and Consultant
Axa Financial Dec 2005 - Dec 2007
Branch Operations Manager
Education:
The American College of Financial Services 2002 - 2014
Master of Science In Forensic Science, Masters
Oglethorpe University 2000 - 2002
Lakeland University 1991 - 1994
Bachelors, Bachelor of Arts, Business Administration, Management, Business Administration and Management
Skills:
Insurance Risk Management Mutual Funds Financial Planning Retirement Planning Wealth Management Strategic Financial Planning Estate Planning Strategic Planning Customer Service Team Building Relationship Management Series 6 Securities Series 7 Marketing Project Management Professional Succession Planning Fixed Annuities Microsoft Excel Change Management Microsoft Office Team Leadership Call Center Administration Variable Annuities Financial Services Investments Management Series 65 Series 24 Series 53 Trading
BruxellesExecutive Search Consultant at Borderless Executiv... Past: Head of Global Business Intelligence at Merck Serono, Head of Commercial Analysis & Market...