• Licensed Series 7 and 66 Professional with 5+ years of experience in the investment industry.
• Proven track record of streamlining investment initiatives to optimize efficiency throughout daily operations.
• Dynamic interpersonal communication skills, critical to forming positive relationships.
• Strong leadership abilities, critical to building and managing high performance teams.

3D Advisors, Houston, TX 2015-2016

VP Midwest Division

• Collaborated extensively with Financial Advisors to develop innovate fixed/indexed annuities solutions.

RAM Alloys 2014-2015

Outside Sales Representative

• Leveraged strong interpersonal and sales skills to promote sale of exotic metal within a startup environment.

Trident Company Metals USA 2011-2014

Outside Sales Representative

• Utilized excellent product knowledge to continually upsell various types of metal.
• Cultivated positive client relationships, focusing on satisfaction and retention.

VIP Insurance 2010-2011

National Annuity Director 

• Fulfilled critical leadership position, directing all fixed/indexed annuities marketing initiatives, as well as activities of 1,500 independent agents.
• Provided key support to clients, ensuring overall quality throughout linked benefit and wealth transfer products.
• Conducted thorough due diligence on new and existing products.

American General Life Insurance Company 2008-2010

Regional Wholesale VP 

• Leveraged industry knowledge to implement highly effective strategies to meet and surpass production goals throughout 11 states.
• Recognized as top producing territory throughout period of financial distress.
• Elected to Wholesale Advisory Council; successfully provided feedback on product acceptance, marketing and product development to upper level management.

Mass Mutual Finance Group 2004-2007

Regional Sales Director                 

• Assumed key management position, overseeing day to day operations for 1,000+ representatives.
• Designed and deployed effective training processes to drive team performance; conducted seminars.
• Chief responsibilities included strategic planning, budget management and developing effective marketing tactics.
• Served as Wholesale Advisory Council member, providing recommendations on products and marketing to upper level management.

Bachelor of Arts in Economics, University of Texas, Austin; 1991

Series 7 and 66 Licenses; Renewed June 2016

General Lines, Life and Health Licenses