Position:
Partner at New York Life Insurance Company
Work:
New York Life Insurance Company
- New Bern, NC since Nov 2011
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Partner
New York Life Insurance Company
- New Bern, NC Oct 2010 - Nov 2011
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Financial Services Professional
RBC Insurance
Nov 2002 - Oct 2010
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Agent
Education:
Craven Community College 2008 - 2010
The American College 2003 - 2007
Life Underwriter Training Council Fellowship, Financial Planning and Services
Skills:
Fixed Annuities, Retirement Planning, Disability Insurance, Insurance, Long-term Care, Retirement, IRAs, Life Insurance, Financial Planners, Term Life Insurance, Health Insurance, Strategic Financial Planning, Leadership, Whole Life, Long Term Care Insurance, Mutual Funds, Series 6, Universal Life, 401k, 401k Rollovers, Sales, Wealth Accumulation, Wealth Management, Critical Illness, Financial Services, Finance, Buy-sell Agreements, Variable Annuities, Financial Advisory, Investment Strategies, Roth IRA, Pensions, Wealth, Employee Benefits, Investments
Honor & Awards:
2007-2010 Chairmans Roundtable award winner RBC Insurance, 2008 NSAA award recipient, 2011 New York Life Raleigh General Office Blue Vase award. 2011 New York Life Executive Council member.