Personal Information
Organização/Local de trabalho
Charlotte, North Carolina Area United States
Cargo
National Sales Director at PCS, LLC
Setor
Finance / Banking / Insurance
Site
www.pcs401k.com
Sobre
Entering the financial services and corporate retirement services industry in 1997 I gained a well rounded background in almost every aspect of the retirement plan services space. I am a competitive and results driven professional with a successful background in relationship, social and consultative sales. I consult and partner with executive management teams of Banks, Registered Investment Advisory firms, and Third Party Administrators to provide a comprehensive and well designed qualified retirement plan for business owners and their employees. Financial service professionals count on me to provide sales insights in the 401(k) space and also the technical insight that clients/prospect...
Marcadores
#retirement #401k #advisortools # plansponsor
#fiduciary #advisor #401k
#plansponsor
#education
#participant
#advisortools
#401k
#retirement
#retirement #401k #advisortools
Ver mais
Apresentações
(1)Documentos
(6)Gostaram
(5)5 Storytelling Lessons From Superhero Stories
HighSpark | Visual Storytelling Agency
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Há 8 anos
The Hierarchy of Engagement
Greylock Partners
•
Há 8 anos
Making the 401(k) Business Scalable & Profitable
The 401k Study Group ®
•
Há 10 anos
What Would Steve Do? 10 Lessons from the World's Most Captivating Presenters
HubSpot
•
Há 11 anos
Burn Your Business Plan
Alexander Osterwalder
•
Há 12 anos
Personal Information
Organização/Local de trabalho
Charlotte, North Carolina Area United States
Cargo
National Sales Director at PCS, LLC
Setor
Finance / Banking / Insurance
Site
www.pcs401k.com
Sobre
Entering the financial services and corporate retirement services industry in 1997 I gained a well rounded background in almost every aspect of the retirement plan services space. I am a competitive and results driven professional with a successful background in relationship, social and consultative sales. I consult and partner with executive management teams of Banks, Registered Investment Advisory firms, and Third Party Administrators to provide a comprehensive and well designed qualified retirement plan for business owners and their employees. Financial service professionals count on me to provide sales insights in the 401(k) space and also the technical insight that clients/prospect...
Marcadores
#retirement #401k #advisortools # plansponsor
#fiduciary #advisor #401k
#plansponsor
#education
#participant
#advisortools
#401k
#retirement
#retirement #401k #advisortools
Ver mais