Position:
Financial Services Professional at NYLIFE Securities LLC
Location:
Providence, Rhode Island Area
Work:
NYLIFE Securities LLC
- 10 Orms Street, Suite 410, Providence, RI 02904 since Sep 2010
-
Financial Services Professional
Wealth Impact Partners
Jan 2007 - Sep 2010
-
Relationship Manager
MetLife
Jul 2006 - Jan 2007
-
Financial Advisor
Bernie's TV & Applainces
Aug 1998 - Jun 2006
-
Manager
Education:
Johnson and Wales University 2007 - 2010
Bachelor of Science (B.S.), Finance and Financial Management Services
Community College of Rhode Island 1994 - 2000
AS Business, Quantative Business Analysis, Economics
Skills:
Retirement Planning, Life Insurance, Mortgage Marketing, Estate Law, Financial Modeling, Strategic Financial Planning, Investments, Insurance, Financial Planners, IRAs, Long Term Care Insurance, Financial Services, Wealth, Personal Finance, Estate Planning
Interests:
Business and Executive Life Insurance, Investenting, Strategic Financial Planning, Retirement Planning, Business Exit Planning, Mortgage Protection, Estate Planning, Philanthropy, Planned Giving