B. Sowell Email & Phone Number
Financial Representative @ Capstone Partners Financial and Insurance Services
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B. Sowell Location
- Los Angeles, CA, US
B. Sowell Work
- 2026 -now Financial Representative @
- 2024 -2026 Registered Representative @
- 2024 -2024 Financial Professional @ Merlin Insurance & Financial Services
- 2014 -2024 Financial Services Professional @
- 2012 -2024 Agent @
B. Sowell Education
- University of North Carolina at Chapel Hill
Bachelor's degree (Political Science and Government)
1995-2000
B. Sowell Skills
- Management
- Research
- PowerPoint
- Sales
- Leadership
- Training
- 401k Rollovers
- Account Management
- Annuity Sales
- Asset Protection
- Business Exit Strategy
- Business Insurance Planning
- Business Planning
- Business Succession Planning
- Buy-sell Agreements
- Education Funding Strategies
- Employee Benefits
- Estate Planning
- Fixed Annuities
- Gifting Strategies
- Income Protection
- Investments
- Key Person Protection
- Legacy Planning
- Licensed in Long Term Care Insurance
- Lifetime Income Strategies
- Multi-Generational Planning
- Multi-Generational Wealth Transfer
- Mutual Funds
- Retirement Income Strategies
- Succession Planning
- Supplements to Employee Benefits
- Variable Annuities
- Wealth Preservation Planning
- Wealth Transfer Strategies
- Building Relationships
- Business Development
- Business Networking
- Customer Service
- Customer Satisfaction
- New Business Development
- Problem Solving
- Public Speaking
- Seminar Marketing
- Thought Leadership
- Strategic Planning
- Workshop Facilitation
- Social Media
- Multi Generational Planning
- Multi Generational Wealth Transfer
- Buy Sell Agreements
- Financial Analysis
- Financial Reporting
- IRAs
B. Sowell Summary
- B. Sowell, based in Los Angeles, CA, US, is currently a Financial Representative at Capstone Partners Financial and Insurance Services. B. Sowell brings experience from previous roles at WestPac Wealth Partners, Merlin Insurance & Financial Services and NYLIFE Securities LLC. B. Sowell holds a 1995 - 2000 Bachelor's degree in Political Science and Government @ University of North Carolina at Chapel Hill. With a robust skill set that includes Management, Research, PowerPoint, Sales, Leadership and more.
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