Equitable
Regional Vice President
Axa
Regional Vice President
Eaton Vance Dec 1, 2014 - Aug 2016
Internal Wholesaler
Legg Mason Sep 2013 - Nov 2014
Internal Wholesaler
Prudential Financial Sep 2010 - Sep 2013
Regional Sales Consultant
Education:
University of Connecticut School of Business 2012 - 2014
Master of Business Administration, Masters, International Business, Finance
The University of Connecticut 2008 - 2008
Bachelors, Bachelor of Arts, International Relations
Point Pleasant Beach High School 2003
Uconn School of Business
Master of Business Administration, Masters
Skills:
Investments Mutual Funds Series 63 Series 6 Retirement Planning Series 7 Sales Financial Services Securities Asset Allocation Microsoft Office Fixed Annuities Webinars Lotus Notes Retirement Barons Consultative Selling Relationship Management Series 65