Ranked in the top 1% of Elance writers as a specialist in financial and business subject matter. With over 30 years in financial services,as an adviser, managing partner, director of training and marketing and, presently, as a consultant to the industry, has written extensively in the areas of financial planning, investments, sales, sales management, training and education curriculum, and consumer personal finance education. Specializes in blogs, articles, white papers, reports and ebooks in a variety of categories including personal finance, investing, life insurance, small business, current events, politics.
30+ years in the financial service industry as an advisor, managing partner, director of marketing and training, management development. CFP, RIA, Held Series 7, 24.
Minored in English;
As a father of 2 young kids, I've developed a passion for all things related to staying young, health and fit and share my writings on my blog.
On-demand and just-in-time writing services provided:
Training & education curriculum
Strategic documents: 'white papers'
Speeches & presentations
Brochures, ads and flyers
University of California at Davis
Political Science Economics
EPV Marketing Consultants
2009 - Present
EPV Marketing Consultants has been providing corporate sales process strategic planning and development, case study training material, continuing education courses, and sales communication skills training and facilitation in the financial services industry since 2001.
RT Best Consulting
2008 - Present
Management Consultant to financial services companies looking to improve sales through training and performance management systems
Director Corporate Sales
2001 - 2008
Signature Resources, Inc
Associate Managing Partner
1996 - 2001
John Hancock Financial Services
Senior Consultant Management Training
1994 - 1996