Position:
Vice President at SBLI of Massachusetts
Work:
SBLI of Massachusetts
since 2003
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Vice President
Northeast Retirement Services
Dec 2000 - Sep 2003
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Vice President
Sentinel Benefits & Financial Group
Sep 1998 - Dec 2000
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IRA Consultant
SBLI/Savings Banks Employees Retirement Association/Northeast Retirement Services
Jan 1987 - Sep 1998
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Assistant Vice President
The Salem Five Cents Savings Bank
Feb 1986 - Jan 1987
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Assistant Vice President
Bankers Management Services, Inc. a/k/a "BMS"
Aug 1981 - Feb 1986
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Assistant Vice President
Suffolk Franklin Savings Bank-Boston, MA
Dec 1969 - Aug 1981
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NU Co-op Student to Assistant Vice President
Education:
National School of Savings Banking at Fairfield University 1980 - 1982
Northeastern University
Bachelor's degree, Communication, Journalism, and Related Programs
Skills:
Traditional IRA, Roth IRA, Coverdell, SEP IRA, Simple IRA, 401k Rollovers, Rollovers, Keoghs, 403 b, Qualified Retirement Plans, Retirement Plan Consulting, 457 Plans, Qualified Domestic Relations Orders, Banking