Columbus, Ohio Metropolitan Area
I am highly motivated with a strong drive for results and passion for efficiency. Whether leading two sales regions or as an individual producer, the results have been the same – exceeded goals, with high team engagement and both top-line and bottom-line growth. I have extensive experience in Retirement Plans: case retention, sales management, relationship management, institutional sales, and retail sales. I help shape outcomes and strategic progress – by connecting people, aligning interests, and representing our company's brand with purpose. My leadership style leads with authentic relationship building to facilitate trust, supported by a curiosity on what motivates others, and amplified by a culture of efficiency.
Endorsements and recommendations received from my Connections were not solicited and they did not receive any form of compensation. Due to industry regulations, I may not accept endorsements and recommendations for my investment advisory skills, products, or services.