Location:
327 Dahlonega St, Cumming, GA 30040
Work:
The Pinnacle Group
Sales Representative
Orthopediatrics
Territory Sales Representative
Willingdon Wealth Management
Jun 2018 - Feb 2019
Business Developement Officer
Peachtree Planning
Jan 2017 - Jun 2018
Wealth Advisement Manager
Fisher Investments
2014 - Jan 2016
Regional Vice President
Stanko Agency
Jan 2008 - Apr 2013
Owner and President
Education:
University of Pittsburgh 1991 - 1995
Bachelors, Bachelor of Arts, Economics, Finance
Skills:
Medical Devices, Business Relationship Building, Business Intelligence, Sales Management, Insurance, Retirement Planning, Investments, Retirement, Life Insurance, Fixed Annuities, Estate Planning, Marketing, Mutual Funds, Wealth Management, Property and Casualty Insurance, Strategic Planning, Investment Advisory, Asset Allocation, Risk Management, Financial Analysis, Investment Strategies, Finance, Wealth, Strategic Financial Planning, Sales, Liability, Small Business, Account Management, Economics, Business To Business, Creative Problem Solving, Leadership, Management, Customer Service, Team Building, Coaching, Relationship Development, Territory Development, New Business Development, Long Term Care Insurance, C Suite Sales, Vision Creation