Brookfield, Wisconsin, United States
Highly accomplished licensed investment and institutional sales leader. Demonstrated ability to successfully partner and consult with financial, legal and accounting professionals on investments, fiduciary concerns and investment education. Strong track record of revenue and profitability growth. An adaptable communicator with outstanding presentation, relationship building skills, and trusted advisor. My collaboration with plan sponsors and other retirement advisors throughout the country is to ensure people save enough, protect enough and have have enough in retirement. Specialties: Retirement Plans (DC,DB,ESOP and Non Qualified Deferred Compensation). Thank you for visiting my LinkedIn page. You are welcome to connect with me at [email protected] or 414-915-5458.