Location:
4010 Boy Scout Blvd, Tampa, FL 33607
Industry:
Financial Services
Work:
Aspire Financial Services, Llc Apr 1, 2009 - Oct 1, 2012
Internal Sales
Aspire Financial Services, Llc Apr 1, 2009 - Oct 1, 2012
Regional Sales Manager
Quality Distribution Jan 1, 2005 - Mar 1, 2007
Senior A and R Analyst
Jp Morgan Chase & Nspcc Jan 2002 - Oct 2004
Team Lead
Aspire Financial Services, Llc Jan 2002 - Oct 2004
Chairman
Education:
University of South Florida
Skills:
Series 63
Sales Strategy
Retirement Planning
Financial Planning
Iras
Open Architecture
Investments
Series 6
Finance
401K
Retirement Plan Consulting
Investment Advisory
Asset Allocation
Morningstar
457 Plans
Wealth Management
Mutual Funds
403 B
Has Errors
Great
Profit Sharing
Marketing Strategy
Retirement
Retirement Plan
Series 7
Certifications:
Chartered Retirement Plans Specialist
College For Financial Planning
