Resumes
Resumes

Managing Director
View pageLocation:
Madison, WI
Industry:
Financial Services
Work:
Oregon Area Chamber of Commerce since Jan 2009
Director
DLM FInancial Strategies since Oct 2004
Owner
Oregon Area Chamber of Commerce 2008 - Dec 2011
Treasurer
Bisys Insurance Services 2001 - 2004
Sales Specialist, Premier Resource Group
Director
DLM FInancial Strategies since Oct 2004
Owner
Oregon Area Chamber of Commerce 2008 - Dec 2011
Treasurer
Bisys Insurance Services 2001 - 2004
Sales Specialist, Premier Resource Group
Education:
American College
LUTCF, Financial Services
LUTCF, Financial Services
Skills:
Disability Insurance
Annuities
Long Term Care
Insurance
Retirement Planning
Employee Benefits
Financial Planning
Estate Planning
Investments
Public Speaking
Risk Management
Customer Service
Retirement
Strategic Planning
Wealth Management
Financial Analysis
Sales Management
Business Planning
Pensions
Health Insurance
Portfolio Management
Succession Planning
Consultative Selling
Mutual Funds
Term Life Insurance
Strategic Financial Planning
Life Insurance
Financial Planners
Fixed Annuities
Investment Advisory
Long Term Care
Iras
Small Business
Finance
Series 6
Alternative Investments
Management
Annuities
Long Term Care
Insurance
Retirement Planning
Employee Benefits
Financial Planning
Estate Planning
Investments
Public Speaking
Risk Management
Customer Service
Retirement
Strategic Planning
Wealth Management
Financial Analysis
Sales Management
Business Planning
Pensions
Health Insurance
Portfolio Management
Succession Planning
Consultative Selling
Mutual Funds
Term Life Insurance
Strategic Financial Planning
Life Insurance
Financial Planners
Fixed Annuities
Investment Advisory
Long Term Care
Iras
Small Business
Finance
Series 6
Alternative Investments
Management