Bb&T
Vice President Private Advisor at Bb and T Wealth
Principal Financial Group Sep 2015 - Dec 2017
Financial Representative at Principal Financial Group
Metlife Aug 2013 - Jul 2014
Financial Services Representative
Capitas Financial Oct 2011 - Aug 2013
Business Development Coordinator
The Hartford Dec 2006 - Aug 2011
Regional Marketing Specialist
Education:
Miami Dade College 1999 - 2004
Miami Dade College 1989
Skills:
Insurance Life Insurance Financial Services Investments Retirement Planning Fixed Annuities Estate Planning Retirement Series 6 Sales Term Life Insurance Wholesale Long Term Care Finance Wealth Management 401K Banking Mutual Funds Disability Insurance Securities Marketing Variable Annuities Sales Management Financial Planning Strategic Financial Planning Relationship Management Iras Cross Selling Public Speaking Sales Presentations Employee Benefits Asset Management Whole Life Pensions Wealth Accumulation Financial Planners Business Development Brokers Life Finra Leadership Risk Management Strategic Planning Financial Analysis
Languages:
English Spanish
Certifications:
Finra Series 6 & 7 Life Health & Variable Annuities 2-15 Seriess 66
Oct 2011 to 2000 Business Development CoordinatorHARTFORD LIFE INSURANCE Miami, FL Dec 2006 to Aug 2011 Regional Marketing SpecialistDade County Federal Credit Union / CUNA Mutual Group Miami, FL Sep 1995 to Dec 2006 Registered RepresentativeFirst Union Coral Gables, FL Jul 1994 to Sep 1995 Teller/ Customer Service RepresentativeCoral Gables Savings and Loans Coral Gables, FL Jul 1994 to Jul 1994 Teller