Vice President of Life Insurance – ValMark Securities, Inc.
Life Insurance Marketing / Sales
- Vice President of Life Insurance – ValMark Securities, Inc.
- Over 25 years financial services management experience, including 20 years as an executive-level consultant specializing in product development, analysis and advanced case design
- Publications – A.M. Best Review, Journal of Financial Service Professionals, CCH’s Journal of Practical Estate Planning
- Presentations – MDRT International Meeting, Estate Planning Conferences in the USA and Internationally
- Senior Product Manager for Universal Life and Annuity Products
- National Manager of Life Sales for Western and Southern States
- Director of Training
- Financial Analyst – Investments
- Bachelor of Arts, Economics – The University of Akron
- Master of Arts, Economics – The University of Akron
- FINRA Series 7, 24, 63 licenses
- Chartered Life Underwriter and Chartered Financial Consultant
- Fellow, Life Management Institute (with distinction)