Personal Information
Unternehmen/Arbeitsplatz
Charlotte, North Carolina Area United States
Beruf
National Sales Director at PCS, LLC
Branche
Finance / Banking / Insurance
Webseite
www.pcs401k.com
Info
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...
Tags
#retirement #401k #advisortools # plansponsor
#fiduciary #advisor #401k
#plansponsor
#education
#participant
#advisortools
#401k
#retirement
#retirement #401k #advisortools
Mehr anzeigen
Präsentationen
(1)Dokumente
(6)Gefällt mir
(5)5 Storytelling Lessons From Superhero Stories
HighSpark | Visual Storytelling Agency
•
Vor 8 Jahren
The Hierarchy of Engagement
Greylock Partners
•
Vor 8 Jahren
Making the 401(k) Business Scalable & Profitable
The 401k Study Group ®
•
Vor 10 Jahren
What Would Steve Do? 10 Lessons from the World's Most Captivating Presenters
HubSpot
•
Vor 11 Jahren
Burn Your Business Plan
Alexander Osterwalder
•
Vor 12 Jahren
Personal Information
Unternehmen/Arbeitsplatz
Charlotte, North Carolina Area United States
Beruf
National Sales Director at PCS, LLC
Branche
Finance / Banking / Insurance
Webseite
www.pcs401k.com
Info
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...
Tags
#retirement #401k #advisortools # plansponsor
#fiduciary #advisor #401k
#plansponsor
#education
#participant
#advisortools
#401k
#retirement
#retirement #401k #advisortools
Mehr anzeigen