Massmutual Carolinas Dec 2014 - Jun 2017
Financial Representative
Intuitive Compensation Group Dec 2014 - Jun 2017
Founder and Director | Speaker | Author
Devere Group Oct 2008 - Nov 2014
Area Manager
Nbc News Jul 2006 - Sep 2008
Writer's Assistant - 'The Office'
T. Rowe Price Feb 2004 - Jun 2006
Brokerage
Education:
Siena College 1997 - 2001
Bachelors, Bachelor of Science, Marketing, Management
Pittsford - Mendon High School 2000
Bond University 1999 - 2000
Bachelors, Bachelor of Science, International Business
Skills:
Finance Strategic Financial Planning Life Insurance Business Strategy Business Development Estate Planning Management Series 7 New Business Development Insurance Series 63 Commodity Marketing Strategy Corporate Finance Financial Analysis Banking Negotiation Financial Modeling Retirement Planning Disability Insurance Valuation B2B Account Management Public Speaking Start Ups Research Spanish Bloomberg Wealth Management Investments Portfolio Management Market Research Alternative Investments Asset Management Mutual Funds Financial Markets Financial Advisory Investment Advisory Financial Planning Financial Services Investment Strategies
Interests:
Football Skiing See 1 Investments Stocks See Less Sailing Options Swimming Food Life Insurance Mutual Funds Etf's