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Financial Planning, sales, analysis and servicing a book of business that exceeded over $25,000,000.00 in assets, using marketing, taxation and estate planning techniques emphasizing clientele needs to growth business. Processes accounting for new growth include seminar selling (largest growth/investment), direct mail marketing, website marketing, face to face and quarterly reviews.
Deployments
(2 years, 4 months)
Aug 2002 - Apr 2003
Washington,DC
Military Credentials
Professional Development Schools
Feb 2010 - Mar 2010
JSOC Intell School
Feb 2010
CELEX Intereptation Course
Jun 2002 - Dec 2002
IS C School
Individual & Special Skill Schools
Jan 1987 - Feb 1987
SERE school
Certifications
Foreign Language Skills
Additional Specialization(s)
Security Clearance
Top Secret/SCI or higher
Academic Degrees
Academic Degrees
1988 - 1991
United States International University
Camping
Fishing
Hiking
Hunting
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