A results-driven sales leader with over 20 years of experience in the retirement plan services industry. He is recognized for exceeding sales targets at major firms like Charles Schwab and ADP and specializes in building high-performing, advisor-focused teams. He holds Series 7 and 63 certifications.
He appears passionate about financial education, often sharing insights on prudent, long-term investment strategies. His focus is on helping others maintain balanced portfolios and ignore short-term market distractions to achieve their financial goals.
He has earned the highest sales honors, including Chairman’s Club and Presidents Club, at multiple prestigious companies.
Read the full overview →Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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