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Db Makley

Regional Vice President @Catalyst Capital Advisors

San Francisco, CA, US
EMAILS
[email protected]
MOBILE NUMBERS
+15•••••••13

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WORK HISTORY

Jan 2025 — Present

Regional Vice President @Catalyst Capital Advisors

EDUCATION

1989 — 1994

Nichols College

Bachelor of Science in Business Administration, Economics; Magna Cum Laude

SKILLS

Customer AcquisitionBusiness PlanningRetirement PlanningConsultative SellingFinraEtfsStrategic Financial PlanningWholesalingAnnuity SalesSeries 65Investment StrategiesAlternative InvestmentsSeparately Managed Accounts401(K) Retirement Savings PlansBusiness DevelopmentWealth Management529 PlansSeries 63InvestmentsAsset ManagmentNew Business DevelopmentAsset AllocationMutual FundsWealth Management ServicesFinancial AdvisoryLife InsuranceFinanceInvestment ManagementVariable AnnuitiesSeries 6InsuranceSeries 24Customer RetentionPortfolio Management401kWealth AccumulationFinancial PlanningSeries 7Fixed AnnuitiesAsset Management

ABOUT DB MAKLEY

Top performing Wholesaler with 25 years experience in developing and supporting the distribution of investment and retirement products. Deep relationships in Northern California and Northern Nevada with proven ability to grow sales and market share through consultative selling, Investment Professional training and point of sale client meetings.

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