Redhill, United Kingdom
CoCEO and Director of Compliance at Genistar
Financial Services
Education
Colgate University 1975 — 1979
BA, Economics
Conestoga High School 1972 — 1975
Experience
Genistar June 2007 - Present
Primerica Financial Services July 1979 - July 2007
Citisolutions Financial (UK) Ltd 2003 - 2007
Skills
Fixed Annuities, Income Protection, Business Strategy, Insurance, Estate Planning, Financial Services, Securities, Long-term Care, Asset Allocation, Customer Service, Team Leadership, Retirement, Series 63, Term Life Insurance, Risk Management, Investment Strategies, Life Insurance, Coaching, Variable Annuities, Entrepreneurship, Asset Management, Pensions, Finance, Strategic Financial..., Strategic Planning, Financial Advisory, 401k, Financial Education, Public Speaking, Retirement Planning, Leadership, Team Building, Executive Coaching, Investments, Series 6, Small Business, Debt Management, Mutual Funds, Investment Advisory, IRAs, Portfolio Management, Savings, Roth IRA, Wealth, Financial Planners, Wealth Management, Financial Planning, Personal Finance, Mortgage Lending