Position:
Vice President, External Wholesaler, National Accounts at Genworth Financial
Work:
Genworth Financial
- Columbus, Ohio Area since Jan 2011
-
Vice President, External Wholesaler, National Accounts
Legg Mason
- Columbus, Ohio Area Dec 2006 - Apr 2011
-
Vice President, Senior Sales Director - Mutual Funds & SMAs
Travelers Life & Annuity
- Hartford, Connecticut Area Dec 2003 - Dec 2006
-
National Sales Manager - Annuities
Travelers Life & Annuity
- Greater San Diego Area Dec 2000 - Dec 2003
-
Director, Western Region - Annuties
Travelers Life & Annuity
- Greater Chicago Area, Greater Phoenix Area Oct 1998 - Dec 2000
-
Regional Vice President, Sales Director - Annuities
Travelers Life & Annuity
- Greater Nashville Area Dec 1996 - Nov 1998
-
Internal Wholesaler / Sales Desk Manager
Education:
University of Arizona 1990 - 1994
BA, Business & Technical Spanish
Universidad de Santiago de Compostela 1991 - 1992
BA, Spanish
Skills:
Series 7, Mutual Funds, Consultative Selling, Annuities, Sales Management, Investments, Series 6, Mentoring, Coaching, 401k, Asset Allocation, Retirement Planning, Team Building, Public Speaking, Series 63, Equities, Team Leadership, series 26, Wholesaling, Leadership, Fixed Annuities, Long Term Care Insurance, Marketing Strategy, Wealth Management, CRM, Salesforce.com, Creativity
Honor & Awards:
Farmington Police Department - Outstanding Citizen Award, 2005.
Certifications:
Series 6, FINRA
Series 7, FINRA
Series 26, FINRA
Series 63, FINRA
Life & Health, State of Ohio