Position:
Regional Director at Principal Funds
Work:
Principal Funds
since Oct 2010
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Regional Director
Meeder Financial
May 2010 - Oct 2010
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Regional Vice President
ICON Advisers, Inc.
Jan 2004 - Jan 2010
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Regional Vice President
Lockwood Financial Services, Inc
Feb 2001 - Jan 2004
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Regional Vice President
Monument Group
2000 - 2000
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Vice President - Institutional Sales
Education:
University of Georgia - Terry College of Business
BBA, Risk Management and Insurance
Skills:
Public Speaking, Consultative Selling, Investment Advisory, Territory Planning, Series 7, Mutual Funds, Series 63, Series 6, Series 65
Interests:
Travel, Music, and Grilling
Honor & Awards:
Chairman's Award
- Top award for meeting and exceeding all sales goals. Only RVP to reach this goal out of 12 territories.
- ICON Advisers, Inc.
Ohio National Award
- Highest Variable Annuity production for 2 consecutive years.
- ICON Advisers, Inc.
Rookie of the Year
- ICON Advisers, Inc.
Member of the Wholesaler Advisory Council
- ICON Advisers, Inc.