Position:
Senior Vice President at First Investors
Work:
First Investors
- Midwest Regional Sales Director since Sep 1992
-
Senior Vice President
Education:
The Ohio State University - The Max M. Fisher College of Business 2010 - 2012
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2009 - 2010
MEC
Cornell University - S.C. Johnson Graduate School of Management 2006 - 2008
University of Pittsburgh 1988 - 1992
Bachelor of Arts (BA), Econometrics and Quantitative Economics
Seton LaSalle High School 1984 - 1988
Skills:
Strategic Analysis, Risk Assessment, Logistics Planning, Sales Management, Recruiting, Managerial Finance, Asset Allocation, Series 7, Series 63, Strategic Financial Planning, Retirement Planning, Series 24, 401k Rollovers, Mutual Funds, Insurance, Investments, IRAs, Financial Analysis, Retirement, Securities, Variable Annuities, Portfolio Management, Uniform Combined State Law, Finance, Wealth Management Services
Awards:
2012 Select Wealth Managers - Pittsburgh
5-Star