See How Many Clients You're Missing Each Month

Simply enter your business email & Topline AI Agent will show you.

Bio

Generated by
Topline AI
Anthony Millan is a seasoned professional with 16+ years of experience in various industries, including investments, insurance, and digital arts. He has held leadership positions and developed a strong client base. Millan holds multiple licenses and diplomas, showcasing his expertise in multiple fields. As a Division Leader at PFSL Investments Canada Ltd, he focused on building a lifetime clientele and growing the team. Prior to that, he worked as an Insurance Representative at Primerica and a Multi-torch Operator at Russel Metals. Millan also has a background in photography and graphic design.

Experience

    • Division Leader - Distribution of Financial Services and Life Insurance
      • Mar 2023 - Present

      Continued focus on building a lifetime clientele, building strategic business collaborations, and growing and expanding my team of business partners and outlets. AUM goals to $18 million.

    • District Leader - Financial Services and Insurance
      • Jan 2023 - Mar 2023

      As a district leader my continued role within the PFSL organization is to develop a growing team and focus on AUM growth to $13.5 Million while maintaining a client focus and best in class services.

    • Insurance and Securities Advisor - Representative Level
      • Sep 2020 - Jan 2023

    • United States
    • Financial Services
    • 700 & Above Employee
    • Insurance Representative
      • Nov 2018 - Sep 2020
      • Edmonton, Alberta, Canada

    • Canada
    • Manufacturing
    • 700 & Above Employee
    • Multi-torch Operator
      • Apr 2004 - Feb 2019
      • Nisku, Alberta, Canada

    • Freelance Photographer, Graphic Designer and Creative Assistant
      • Jan 1999 - 2015
      • Alberta, Canada

      Photographer and Freelance Graphic Designer with a background in Digital Arts and Media. Freelanced in the Film and Video Industry including feature films and independent projects. Various Production Assistant roles as well as Video production behind camera and Audio Production boom and sound operator roles.

Education

  • 2020 - 2020
    IFSE Institute
    Mutual Funds License, Investments and Securities
  • 2019 - 2019
    Alberta Insurance Council
    LLQP, Insurance
  • 1999 - 2001
    Grant MacEwan College
    Diploma, Digital Arts and Media
  • 1997 - 1999
    University of Alberta
    Bachelor of Science - BS, Sciences

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. Add an industry

Looking to Create a Custom Project?

Need a custom project? We'll create a solution designed specifically for your project.

Get Started

References

Social Profiles

Community

You need to have a working account to view this content. Click here to join now

Similar Profiles