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Workshop
Dan Allison Business Development Referral Training
Thursday, June 5
th
& Friday, June 6
th
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Marc Lindsey
Kyle Pesch
Cameron Hollerbach
AJ Wolfe
Andy Moore
Gary Gregory
Colton Cangley
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I understand that, Quantum will cover a 1-night hotel stay on Thursday, June 5th. Advisors are responsible for booking their flights.
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Home
Our Story
Ron Shurts
Meet the Team
Our Services
Integrated Business Development
Insurance Solutions
Strategic Marketing & Client Aquisition
Streamlined Operations & Technology
Advanced Planning & Portfolio Solutions
Additional Resources
Blog
FAQs
Careers
Contact
Advisor Login
Kyle Pesch
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Kayden Meyersick
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Stephanie Smith
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Brandon Olson
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Dalton Sneed
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Kyle Pesch
VP of Advisor Development
James Jacobson
Director of Strategic Accounts
Kayden Meyersick
Director of Business Development
Stephanie Smith
Senior Account Manager
Windy Nash
Senior Account Manager
Chase Koester
VP of Life & LTC Insurance
Lauren Edwards
Senior Account Manager
Kari Osep
Director of Advisor Relations
Brandon Olson
Director of Business Development
Dalton Sneed
Director of Business Development
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