Axa Advisors
Financial Professional
Williams Scotsman 1999 - 2008
Sales and Project Management
Conrail 1976 - 1995
Marketing and Operations Management
Equitable Advisors 1976 - 1995
Financial Advisor
Education:
La Salle University - School of Business Administration
Master of Business Administration, Masters, Finance
Purdue University
Bachelors, Bachelor of Science, Civil Engineering
Skills:
Wealth Management Financial Planning Investment Services Long Term Care Planning Strategies Insurance Services Estate Planning Strategies Retirement Planning Business Succession Strategies Executive Benefits Planning Wealth Preservation Strategies Estate Conservation Strategies Tax Efficient Investing Strategies Life Insurance
Languages:
English
Certifications:
Finra Series 7 and Series 66 Life Insurance License 215 and Mba