February 13, 2019 Breakfast Meeting Announcement
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Six Common Traits of Successful Advisors
Presented by: Brian Rivera and Matthew Cardall, CIM
Our speakers will provide key insights on how successful Financial Advisors approach practice management, business development, and client retention.
Wednesday, February 13th, 2019
Location: Arizona Inn
2200 E. Elm St, Tucson, AZ, 85719
520-325-1541
Members $15 / CFA Members $25 /Guests $40 (No CE credits for guests)
First time breakfast guest fee - complimentary (No CE credits for guests)
Registration and Breakfast 7:15 AM
Speakers will speak 7:45 AM -9:30 AM
2 Hrs of CE Credits for FPA/CFA Members
RSVP to Gerry Oldenski by Friday,
February 8, 2019 at
gerry@dynasetaz.com
To prepay with PayPal go to our website
We accept checks and cash at the door on the day of the meeting
No Shows with reservations will be billed for the breakfast unless prepaid
About the Speakers:
Brian Rivera serves as Senior Vice President and National Sales Director at CIM. In this role, he manages CIM's external sales team, maintains relationships with advisors and assists advisors with their real estate needs.
Mr. Rivera has been with CIM for more than five years and has worked in the financial services industry for 18 years. Prior to joining CIM in 2010, Mr. Rivera was a Regional Vice President for the Central California territory at KBS Capital Markets. He moved to that territory after serving the Ohio Valley region and developing it into one of the top three producing territories. Prior to joining KBS Capital Markets Group, Mr. Rivera was a Regional Vice President at MetLife Investors where he was responsible for the distribution of fixed and variable annuities, as well as long term care products. During two of his four years at MetLife Investors, Mr. Rivera was recognized as one of the top three producing wholesalers.
Mr. Rivera earned his Bachelor of Arts from Franklin and Marshall College. He holds FINRA Series 7, 24 and 63 licenses.
Matthew Cardall serves as Senior Vice President covering the Four Corners Region of CIM. In this position, he is responsible for raising capital by creating, building and maintaining relationships with advisors and assisting them with their real estate investment needs.
Mr. Cardall holds his Series 7 and 63 licenses.