Over 38 years of financial and sales/marketing expertise with investments, insurance, annuities, financial planning, mergers, and exit planning. Expert in financial planning, analysis, and educating struggling clients needing to eliminate debt, increase liquidity and maximize savings for retirement planning. Managed multi-million-dollar portfolios by building solid relationships with clients. Driven and detail-oriented with the ability to thrive in high-pressure environments. Meticulous in strategic planning and consulting. Adept at developing key relationships and furthering business development, and obtaining referrals. Created over $11B in new revenues. Talks about #strategy, #financialadvisory #financialplanning #successionplanning #exitplanning #retirementplanning #pensionplanning ...