Coastal Wealth A Massmutual Firm
Managing Associate
New York Life Insurance Company
Licensed Agent
Education:
La Salle Academy
Miami Dade College
University of Florida
Skills:
Customer Service Insurance Leadership Management Retirement Planning Fixed Annuities Small Business Negotiation Marketing Social Media Project Management Key Person Insurance Business Exit Strategy Wealth Transfer Strategies Education Funding Strategies Lifetime Income Strategies Long Term Care Insurance Supplements To Employee Benefits Customer Retention Buy Sell Agreements Grandchild Gifting Customer Relations Wealth Preservation Planning