Series 7, 65, 24 License Life/Health License 20 Years Financial Services Experience. 11 Years Management Experience in Financial Services. Agency Ownership as Managing Director while managing 25 registered representatives. Demonstrated ability to oversee geographically dispersed client base and high-volume client service issues with precise effort. Adept in creating, developing, and executing short-term and long-term financial strategies customized to meet client needs in profit-driven, customer-focused environments all the while leaving client feeling at ease and a sense of accomplishment. Expert in establishing consensus of risk tolerance with keen instincts to quickly affect change or improvement. Respected colleague and leader within the community and a "roll up your sleeves" work ethic. 