Position:
Vice President, Sales Manager, Financial Adviser at Forest Hills Financial Group
Work:
Forest Hills Financial Group
- 122 East 42nd Street, Suite 2200, New York, NY 10168 since Mar 2013
-
Vice President, Sales Manager, Financial Adviser
MassMutual Financial Group
- Westchester Agency 224 Oct 2012 - Mar 2013
-
Managing Associate
MetLife Solutions Group
- Cranford, NJ Jul 2010 - Sep 2012
-
Agency Training Director
UBS Financial Services
Sep 2007 - Aug 2008
-
Associate Director/Management Training Advisor, Financial Advisor Development
UBS Global Asset Management
Oct 2006 - Sep 2007
-
Internal Investment Consultant
UBS Financial Services
Dec 2004 - Oct 2006
-
Financial Advisor
Smith Barney
Apr 2000 - Dec 2004
-
Financial Consultant
Morgan Stanley Smith Barney
Jan 2000 - Jan 2003
-
Senior Sales Liaison
Education:
Pace University - Lubin School of Business 2007 - 2008
Executive Master's, Business Administration - Strategic Planning
Pace University 1995 - 1999
BA, Communications
Ossining High School 1991 - 1995
Skills:
Series 7, Wealth Management, Mutual Funds, Asset Allocation, Financial Planning, Insurance, Strategic Financial Planning, Financial Analysis, Retirement Planning, Asset Management, Disability Insurance, 401k, Long Term Care Insurance, Financial Planners, Investments, Employee Benefits, Financial Advisory, Retirement, Fixed Annuities, Finance, Strategy
Interests:
Financial Planning and Sales Managing of new and Experienced Financial Advisers