About Me:
Relevant Work Experience:
D Financial Group
Financial Planner/ Managing General Agent
15209 Frederick Rd Suite 201
Rockville, MD 20850
January 2010- Present
• Offering Life Insurance, Health Insurance, Annuity, Home and Auto Insurance to all prospects
• Managing Agents and overlooking all documents before there sent to the Insurance company
• Control commission levels and payroll
• Hire new Agents and training them
Capital Finance Partners
Loan Officer / Financial Planning
Rockville, MD 20850
April 2007-December 2009
• Helping homeowners understand how to manage their home equity to create wealth. Refer the client to a financial planner to insure they stay on track with their financial goals.
• Supervisor and manage team pipe line
• Contacted homeowners to refinance
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