Experience

Spartan Capital Securities, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Private Wealth Manager

  • Mar 2011 - Present

  Providing customized financial and banking services to private individuals with a minimum net worth. Specializing in protecting and growing present assets, tax planning, retirement planning, passing on wealth, and philanthropy. Providing customized financial and banking services to private individuals with a minimum net worth. Specializing in protecting and growing present assets, tax planning, retirement planning, passing on wealth, and philanthropy.



Financial Services

• Registered Representative

  • Aug 2011 - Mar 2013

  I specialize in personal planning for Life Insurance Needs, Estate Conservation, College Funding, Mortgage Protection, and IRA Funding. I also have experience in business planning for Buy-Sell Funding, Deferred Compensation, Executive Bonus, Key Person Protection, Voluntary Payroll Deduction Programs, and Qualified Plan Funding for SEPs, Keoghs, 401(k)s, and Pensions. I specialize in personal planning for Life Insurance Needs, Estate Conservation, College Funding, Mortgage Protection, and IRA Funding. I also have experience in business planning for Buy-Sell Funding, Deferred Compensation, Executive Bonus, Key Person Protection, Voluntary Payroll Deduction Programs, and Qualified Plan Funding for SEPs, Keoghs, 401(k)s, and Pensions.



Pfizer

• United States
• Pharmaceutical Manufacturing
• 700 & Above Employee

• Security Branch

  • Aug 2007 - Jan 2011



Military

• Electronic Tech/Hospital Corpsman

  • Sep 2000 - Aug 2007