Not accepting new clients at this time.
Self-employed independent business owner since 2012 with 30+ years of financial service experience serving individuals and institutional investors. A career of demonstrated commitment providing clients the highest level of service to help them reach their goals. Core competencies include: • Consultative Sales • Relationship Management • Product Education • Business Development • Partnership Development • Small Business Coaching
LOCATIONS: Duluth Gwinnett County Georgia
B.S. School of Communication - Northwestern University, Evanston, IL