Quantum Solutions, Inc
Experience
March 1995-Present
1998–Feb. 2001
1988–1995
1983–1988
Quantum Solutions, Inc Issaquah, WA
President
Founding principal of registered investment advisor. Manage an individual practice specializing in providing planning and product solutions related to wealth accumulation, compensation and qualified plans, charitable giving, asset transfer strategies, income and estate tax reduction strategies, and business consulting.
Quantum Asset Management, LLC Seattle, WA
Director of Marketing
Founding member responsible for developing and maintaining a national network of independent broker/dealers. Work directly with registered representatives to increase knowledge, awareness and sales of asset management products and services. A member of executive management team and investment committee.
The Rainier Group Seattle, WA
Sales Representative
Expanded planning practice working with high net worth individuals and owners of closely held business interests. Sold a wide variety insurance and investment products. Expanded range of fee-based planning strategies.
CIGNA Seattle, WA
Sales Representative
Developed a planning practice working with high net worth individuals and owners of closely held business interests. Sold a wide variety insurance and investment products. Implemented fee-based planning.
Our Qualifications
Carl P Eshelman, CLU, ChFC
Education
Professional
BA, Business Administration, University of Washington Seattle, WA
Series 6, 65, 7, 24 & 51
CE Instructor-Certified by Washington State Ins. Commissioner