Tom Kotcher
Managing Director, National Sales at First Trust
- Role
- Managing Director, National Sales at First Trust
- Location
- Birmingham, MI, US
- LinkedIn followers
- 500 followers
About Tom Kotcher
FINRA Licenses Series 7, 24, 63, 65 Individual Territory and Distribution Channels…
Experience
Managing Director, National Sales
May 1998 — Present · Detroit, MI, US
Outside Wholesaler covering UIT\'s, Variable Annuity Sub Accounts, 401(k) and Structured Products within the Greater Detroit Area (Oakland and Wayne Counties)Regional Sales Manager for Central RegionResponsible for presenting keynote best practices presentation at various BD conferences throughout the country
Skills
- Asset Allocation
- Financial Advisory
- Practice Management
- Marketing Strategy
- Asset Management
- Finra
- Series 24
- Business Planning
- Etfs
- Separately Managed Accounts
- Alternative Investments
- Series 65
- Fixed Annuities
- Territory Planning
- Public Speaking
- 401k
- Annuities
- Structured Products
- Business Strategy
- Unit Trusts
- Sales Management
- Series 63
- Series 7
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