National Sales Manager of the Broker Dealer Division
Rob has 17 years of experience in the financial services industry and has held senior sales and management positions with American Skandia, Western and Southern and most recently with Prudential Annuities as Vice President of Strategic Relationship Management. A graduate of Fairfield University with a B.S. in Business Management and Finance, Rob holds his CRPC® designation and holds his FINRA Series 6, 63, 65,and 16 licenses as well as his Life and Health licenses. Rob will focus on providing accumulation and income solutions to financial advisors of independent broker-dealers, regional broker-dealers and banks using fixed annuities, life insurance and income planning tools geared to work within an overall financial plan.
Sales and Marketing Consultant
Perry has 10 years of wholesaling experience in the financial services industry working with broker dealers, banks and captive producers. He holds FINRA Series 6 and 63 licenses, along with the Life, Health and Accident insurance licenses. Perry brings high energy and a passion for helping advisors succeed and grow their practices. He offers appropriate solutions through case design, product knowledge and sales ideas. He also is available to deliver expert training sessions and discuss proven marketing programs that increase revenue and grow market share. Perry graduated from St. Xavier University with a Bachelors of Business Administration. He currently resides in Orland Park, IL, with his wife and daughter. In his spare time, he enjoys sporting events, traveling, playing golf and spending time with his family.
For more information, call our wholesaling team toll-free at 844-322-DBHC (3242).
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