Experience Summary
All 15 years in financial services, sales , product and solutions for all types of client needs. Hold investment licensure series 7 & 66. Work for a big three firm and have taken an active role as an executive within the NPO space. Have extensive training in investment banking and credit.Brings a varied amount of experience within retail and commercial banking , mortgage, real estate, mortgage insurance , security's lending.
Teaching Style
Consultative - Flexible - Patient
My Hobbies
Reading, skill development, movies, athletics,