Location:
6 Boniello Dr, Somers, NY 10589
Industry:
Financial Services
Work:
Ubs Jun 2007 - Jun 2010
Institutional Consultant
Strategic Retirement Group, Inc. Jun 2007 - Jun 2010
Senior Retirement Plan Consultant
Ajg 2002 - 2007
Senior Benefit Consultant
Massmutual Financial Group Jun 2000 - Jun 2002
Relationship Manager
Education:
Pace University 2004 - 2007
University at Buffalo 1989 - 1993
Bachelors, Bachelor of Arts, Psychology
Skills:
Retirement
Defined Benefit
401K
Securities
Pensions
Healthcare
Erisa
Investments
Wealth Management
Alternative Investments
Series 7
Vendor Management
Microsoft Excel
Strategic Planning
Financial Planning
Excel