W. D. Email & Phone Number
Financial Advisor and Registered Representative @ Western & Southern Life
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W. D. Location
- United States
W. D. Work
- 2020 - now Financial Advisor and Registered Representative @
- 2019 - 2020 Managing Director - Investment Advisor Representative @ Live Life Advisors
- 2015 - 2019 Agent - Financial Representative @ Kofc Insurance
- 2006 - 2015 Sales and Ops Management, President and Owner @ Corporate America & Small Business Owner
- 1998 - 2006 Captain Usmc @
W. D. Education
- United States Naval Academy
- Florida State
Bachelor of Science (Business)
W. D. Skills
- Leadership
- Management
- Team Building
- Operations Management
- New Business Development
- Cross Functional Team Leadership
- Training
- Team Leadership
- Selling Skills
- Strategic Planning
- Recruiting
- Military
- Sales Management
- Sales
- Hiring
- Life Insurance
- Long Term Care Insurance
- Disability Insurance
- Retirement Planning
- Customer Service
- Investments
- Insurance
- Financial Advisory
- Investment Strategies
- Fixed Annuities
- Strategic Partnerships
- Client Services
- Holistic Financial Planning
- Tax Efficiency
- IRAs
W. D. Summary
- W. D., based in United States, is currently a Financial Advisor and Registered Representative at Western & Southern Life. W. D. brings experience from previous roles at Live Life Advisors, Kofc Insurance, Corporate America & Small Business Owner and Marine Corps Recruiting. W. D. holds a United States Naval Academy. With a robust skill set that includes Leadership, Management, Team Building, Operations Management, New Business Development and more. W. D. has 1 emails on RocketReach.
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