Top Wholesalers in Greater San Diego Area
Bill Tsotsos
Business Development Strategist
Greater San Diego Area
Business Development Strategist
Life Settlements Marketing Specialist
Consultant
Wholesaler
Financial Advisor
Financial Advisor
CPA
Internal Auditor and Strategic Planner
Controller
Senior Auditor
Staff Auditor and Small business consultant
Penn State University
The Pennsylvania State University
Recommendations: 5
Small Business
Strategy
Business Planning
Business Development
Strategic Planning
Management
Management Consulting
Consulting
b****[email protected]
Brian McArthur
Regional Marketing Director
Greater San Diego Area
Regional Marketing Director
Regional Vice President
Regional Director
Regional Vice President
Regional Marketing Director
Internal Wholesaler
Internal Wholesaler
University of San Diego
Connetquot High School
Recommendations: 4
Series 7
Series 63
Separately Managed...
Fixed Annuities
Retirement Planning
Series 6
Mutual Funds
Life Insurance
b****[email protected]
Cole Kopacek
Regional Vice President
Greater San Diego Area
Regional Vice President
Internal Wholesaler
Director of Corporate Sponsorship, Volunteer Executive Board
Licensed Retail Banker
Sales Relationship Manager
Mortgage Sales Specialist
Iowa State University
University College Cork
Recommendations: 0
c****[email protected]
c****[email protected]
Heath M. Carpenter
Regional Vice President
Greater San Diego Area
Regional Vice President
Senior Internal Wholesaler
Licensed Broker
Financial Advisor
Customer Relationship Manager Intern
Trade Checker/ Runner
Purdue University
Glenbard West High School
Recommendations: 0
Recruiting
Microsoft Office
Team Building
Process Improvement
Business Development
Marketing Strategy
Public Speaking
Team Leadership
h****[email protected]
Rhonda Spence
Regional Director Business Development
Greater San Diego Area
Regional Director Business Development
Regional Director
Regional Vice President
Investment Representative
Internal Wholesaler
Customer Service, Trading, Transition Manager
Minnesota State University
Recommendations: 0
Portfolio Management
Sales
Customer Service
Customer Retention
Investments
Consultative Selling
Mutual Funds
Financial Services
r****[email protected]
Shaneon Hohenstein
Regional Vice President, Independent Distribution
Greater San Diego Area
Regional Vice President, Independent Distribution
Regional Life Consultant
Senior Internal Wholesaler
Internal Sales Consultant
Senior Member Service Representative
Normandale Community College
Recommendations: 0
Life Insurance
Insurance and Financial Services
Marketing
Small Business
Strategic Planning
Public Speaking
Program Management
Training
s****[email protected]
Clinton Mains
Vice President- Advisor Consultant
Greater San Diego Area
Vice President- Advisor Consultant
Internal Wholesaler
Sales Associate
Assistant to Margin Director
University of Denver - Daniels College of Business
Recommendations: 0
Mutual Funds
Investments
Trading
Asset Allocation
Retirement Planning
Wealth Management
Asset Management
c****[email protected]
c****[email protected]
Jeremias Francioli, MBA, CIMA
VP of Sales
Greater San Diego Area
VP of Sales
VP of sales
Assistant Vice President
Internal Wholesaler
Internal Wholesaler
Marquette University
University of Wisconsin-Stevens Point
Recommendations: 0
Series 7
Series 63
Investments
Alternative Investments
Asset Managment
Series 24
Retirement Planning
Marketing
j****[email protected]
