Experience

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  The midland life insurance company

  Jan 1996 - Jan 1999

  Second vice president, new business development
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  Cda of america

  Jan 1999 - Jan 2003

  Key account executive, asset retention
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  Nationwide financial

  Jan 2003 - Jan 2009

  Led a fee-based sales team in the distribution of Mutual Funds, Separately Managed Accounts (SMA), Unified Managed Accounts (UMA) and Variable Annuities. Worked with over 300 Registered Investment Advisors (RIA) with program overviews, sales, and due diligence processes. Responsible for sales process oversight and significant firm relationship management. Team distributed over $1 billion of variable annuities in final year. Responsible for internal team sales leadership and partnering with external sales.Endorsements and recommendations received from my Connections were not solicited and they did not receive any form of compensation. Due to industry regulations, I may not accept endorsements and recommendations for my investment advisory skills, products, or services.

  • RIA National Inside Sales Director, Nationwide Investment Advisors, Advisory Program

    Jan 2005 - Jan 2009

  • Central Regional Sales Manager, Independent Dealer Annuity

    Jan 2003 - Jan 2005
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  Nationwide financial

  Aug 2009 - now

  Part of a Sales Leadership team that increased sales 800% since 2009. Responsible for the Internals Sales Team, leading initiatives to grow sales, supporting externals sales and corporate strategies. Endorsements and recommendations received from my Connections were not solicited and they did not receive any form of compensation. Due to industry regulations, I may not accept endorsements and recommendations for my investment advisory skills, products, or services.

  • Sales Manager, Life Insurance

    Jan 2020 - now

  • Sales Manager, Mutual Funds

    Aug 2009 - Dec 2019