Personal Information
Organization / Workplace
Great Falls, Montana Area United States
Occupation
Financial Services Executive, Founder - WealthVest Marketing
Industry
Finance / Banking / Insurance
Website
www.wealthvest.com
About
Former Chief Marketing Officer and CEO of American Skandia, the fastest growing variable annuity and mutual fund company of the 1990s, becoming the largest variable annuity company in the United States in the 2nd quarter of 2000--after only starting 12 years earlier as an unrated start-up long term savings company.
Co-Founder of WealthVest Marketing, an advanced financial marketing firm, specializing in high-quality fixed annuities, fixed-indexed annuities and life insurance products. WealthVest is unique in providing a proprietary world-class digital marketing platform (Advisor Deck), supported by comprehensive social media marketing, digital marketing coaching by Matt Halloran, the mos...
Tags
inflation protection
fixed annuity
tax deferral
guaranteed living withdrawal benefit
retirement plans
portfolio optimization
fixed index annuity
principal protection
annual point to point
See more
Documents
(4)Likes
(13)7 Lessons for Aspiring Leaders
Stanford Graduate School of Business
•
8 years ago
We Are Refugees by @empoweredpres
Empowered Presentations
•
8 years ago
50 Best Motivational Quotes to Ignite Your Sales Drive
HubSpot
•
8 years ago
Putnam Investment's 2015 Financial Advisors and Social Media Survey
Putnam Investments
•
8 years ago
Social Media for Business
Presentation Advisors
•
13 years ago
Steve Jobs Inspirational Quotes
InsideView
•
12 years ago
How I landed a job with Slideshare
Emiland
•
12 years ago
8 Tips for an Awesome Powerpoint Presentation
Slides | Presentation Design Agency
•
10 years ago
SMOKE - The Convenient Truth [1st place Worlds Best Presentation Contest] by Empowered Presentations
Empowered Presentations
•
13 years ago
STEAL THIS PRESENTATION!
Jesse Desjardins - @jessedee
•
13 years ago
You Suck At PowerPoint! by @jessedee
Jesse Desjardins - @jessedee
•
13 years ago
What Would Steve Do? 10 Lessons from the World's Most Captivating Presenters
HubSpot
•
11 years ago
A Beginners Guide to Content Marketing
Demand Metric
•
11 years ago
Personal Information
Organization / Workplace
Great Falls, Montana Area United States
Occupation
Financial Services Executive, Founder - WealthVest Marketing
Industry
Finance / Banking / Insurance
Website
www.wealthvest.com
About
Former Chief Marketing Officer and CEO of American Skandia, the fastest growing variable annuity and mutual fund company of the 1990s, becoming the largest variable annuity company in the United States in the 2nd quarter of 2000--after only starting 12 years earlier as an unrated start-up long term savings company.
Co-Founder of WealthVest Marketing, an advanced financial marketing firm, specializing in high-quality fixed annuities, fixed-indexed annuities and life insurance products. WealthVest is unique in providing a proprietary world-class digital marketing platform (Advisor Deck), supported by comprehensive social media marketing, digital marketing coaching by Matt Halloran, the mos...
Tags
inflation protection
fixed annuity
tax deferral
guaranteed living withdrawal benefit
retirement plans
portfolio optimization
fixed index annuity
principal protection
annual point to point
See more