Location:
2000 north Ocean Blvd, Boca Raton, FL 33431
Industry:
Financial Services
Work:
AXA Advisors - 2255 Glades Road, Suite 412E, Boca Raton, FL 33431 since Apr 2011
Financial Professional
Nestler Poletto Sotheby's International Realty Sep 2007 - Apr 2010
Broker Associate
Coldwell Banker Residential Real Estate Inc. Apr 2002 - Aug 2007
Broker Associate
Arvida Mar 1998 - Apr 2002
Broker Associate
Prudential Feb 1996 - Mar 1998
Broker Associate
Education:
Florida Atlantic University 2010 - 2012
Franklin College Switzerland 1990 - 1993
BA, International Business Management
Goethe-Institut
Skills:
Insurance Needs Analysis
Estate Planning Stratigies
Annuity Strategies
Insurance Strategies
Asset Allocation Strategies
Mutual Fund Strategies
Customer Service
401K Or 403B Services
529 Plans
Annuities
Bookkeeping
Budget Strategies
Business Succession Strategies
Client Education
College Planning Strategies
Digital Marketing
Education Planning Strategies
Employee Benefit Strategies
Estate Conservation Stratigies
Executive Benefits Planning
Financial Accounting
Financial Analysis
Financial Consulting
Financial Management
Financial Services
Financial Strategies
Html
Income Protection Strategies
Insurance Planning
Investment Services
Ira Rollover Strategies
Long Term Care Planning Strategies
Marketing Communications
Microsoft Office/Excel/Access/Outlook/Powerpoint/Windows
Mutual Funds
New Business Development
Pension Distribution Planning
Public Speaking
Research
Retirement Planning
Retirement Planning Strategies
Risk Management
Rollover Strategies
Social Media Marketing
Strategic Partnership
Tax Deferred Investment Planning
Teamwork
Wealth Management Strategies
Wealth Preservation Strategies
Interests:
Sustainability
Investing
Technology
Education
Science and Technology
Philanthropy
Certifications:
215 - Life Including Variable Annuity & Health
Series 7 - General Securities Representative
Series 63 Uniform Securities Agent State Law
License W028990