Position:
Senior Vice President at Charles Monat Associates
Work:
Charles Monat Associates
since Mar 2010
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Senior Vice President
International Planning Group
Apr 2001 - Oct 2009
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Vice President Insurance Operations
Unum
Jun 1994 - Apr 2001
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Director Client Services
Education:
Anna Maria College 1991 - 1995
MBA, Business and Finance
University of Massachusetts, Amherst 1985 - 1989
BA, Communications
Skills:
Wealth Management, Insurance, Compliance, Life Insurance, Wealth Management Services, Estate Planning, Strategic Financial Planning, Investments, Wealth, Banking, Private Banking, Financial Risk, High Net Worth Individuals, Risk Management, Retirement Planning, Asset Managment, Business Planning, Financial Services, Retirement, New Business Development, Due Diligence, Asset Management, Derivatives
Interests:
Insurance operations, international life insurance, wealth planning.