Position:
Chief Executive Officer at Gateway Insurance Solutions LLC, Speaker and Author at Advisor Lift, President at NAIFA Mt. Diablo
Work:
Gateway Insurance Solutions LLC
- Walnut Creek, CA since Feb 2013
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Chief Executive Officer
Advisor Lift
since Feb 2013
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Speaker and Author
NAIFA Mt. Diablo
since Jun 2013
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President
Imeriti
- Walnut Creek, CA Feb 2012 - Feb 2013
-
Chief Technology Officer
Provada Insurance Services
Jul 2003 - Mar 2012
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Chief Executive Officer
Walnut Creek Blue Ribbon Task Force on Fiscal Health
2011 - 2011
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Member
Provada
Apr 2000 - Jun 2002
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Chairman and Chief Product Strategist
The Silver Group
Aug 1992 - Apr 2000
-
President
Education:
San Diego State University-California State University 1988 - 1992
B.S., Finance
Skills:
Drupal, Insurance, Online Marketing, Marketing Strategy, Business Planning, Strategic Planning, Marketing, Strategic Financial Planning, Life Insurance, Small Business, Product Management, Entrepreneurship, Fixed Annuities, Public Speaking, Internet Marketing, Website Development, Search Engine Optimization, Strategic Thinking, Indexed Life Insurance, Technology, Leadership, Nonprofits, SEO, Web Marketing, Social Media Marketing
Certifications:
Chartered Life Underwriter (CLU), The American Colloege
Chartered Financial Consultant (ChFC), The American College
Chartered Financial Analyst (CFA), CFA Institute
Inbound Marketing Certification, Hubspot Inbound Marketing University