Resumes
Resumes

Employee Benefit & Retirement Planner At Clients Trust
View pagePosition:
Owner at Clients Trust Corp, Credit Issue Consulting, Employee Benefits, and Retirement Planner at Clients Trust
Location:
Orlando, Florida Area
Industry:
Insurance
Work:
Clients Trust Corp
Owner
Clients Trust since Jan 1995
Credit Issue Consulting, Employee Benefits, and Retirement Planner
Synergy Investment Group Jan 2000 - Jun 2004
Branch Manager
Owner
Clients Trust since Jan 1995
Credit Issue Consulting, Employee Benefits, and Retirement Planner
Synergy Investment Group Jan 2000 - Jun 2004
Branch Manager
Education:
Averett University 1976 - 1980
BS, Psy, History
BS, Psy, History
Skills:
Consults and Markets Employee Benefit Plans
including Health & Welfare and Retirement Plans
Individual Retirement Planning and Investment Advice
including Health & Welfare and Retirement Plans
Individual Retirement Planning and Investment Advice