Transpacific Financial Inc.
Agency Director
Hsbc Jun 2014 - Jul 2015
Vice President
Metlife May 2012 - Apr 2014
Regional Sales Vice President
Hsbc Jan 2006 - May 2012
Vice President-Regional Insurance Specialist
Hsbc Global Banking and Markets Jan 2001 - Jan 2006
Vice President-Insurance Sales Officer
Education:
City University of New York - Brooklyn College
Bachelors, Economics
Skills:
Wealth Management Financial Services Insurance Retirement Planning Investments Mutual Funds Relationship Management Risk Management Banking Finance Underwriting Fixed Annuities Life Insurance Financial Risk Financial Planning Retirement Mortgage Lending Strategic Financial Planning Securities Disability Insurance Investment Advisory Bonds Asset Management Credit Commercial Banking Series 63 Wealth Series 7 Financial Advisory Retail Banking Cross Selling Asset Allocation Series 6 Estate Planning Financial Planners Health Insurance Brokers Loans Credit Cards Credit Analysis Term Life Insurance Long Term Care Bancassurance 401K