My services are complimentary, as I am
compensated directly by Citigroup. That means that clients never
have to pay to meet with me.
I have over $6mm in assets under management.
I currently coach 10 people, and all of them
would be an additional layer of people that BNI could leverage.
I can work with 10 different mutual fund
companies, including: Legg Mason, Pioneer, American Funds,
Fidelity, just to name a few.
My infrastructure allows me to go and visit
people in their homes. I can also visit on weeknights and
weekends. I'm basically a road warrior who is committed to the
crusade of helping others.