Location:
P/O Box 352, Westport, CT
Industry:
Financial Services
Work:
Continental Five Investment Group, Llc
President
Glg (Gerson Lehrman Group)
Consulting Member
Independent Broker-Dealer Firm Jan 1987 - Dec 1992
President and Chief Executive Officer
Continental Five Insurance Group Jan 1987 - Dec 1992
President
Education:
Fordham University Apr 2000 - 2002
Master of Business Administration, Masters, Management
The American College of Financial Services 1994 - 2000
Central Connecticut State University 1982 - 1999
Bachelors, Bachelor of Science, Management
Skills:
Personal Financial Planning
Retirement Planning
Estate Planning
Strategic Financial Planning
Executive Benefits Planning
Charitable Gift Planning
Portfolio Management
Portfolio Analysis
Long Term Care Planning
College Education Planning
Wealth Management
Asset Management
Investment Advisory Services
401 K Profit Sharing Plans
Defined Contribution Plans
Defined Benefit Plans
Individual Retirement Accounts
Life Insurance
Fixed Annuities
Fixed Indexed Annuities
Disability Insurance
Employee Benefits
International Insurance
Travel Insurance
Kidnap and Ransom Insurance
Investments
Mutual Funds
Finance
Financial Advisory
Interests:
Boating
Art
Reading
Italian (Fluent)
Sailing
Tennis
Golf
Travel
History
Languages:
English
Italian
Certifications:
Certified Financial Planner™
Accredited Estate Planner
Chartered Life Underwriter
Certified Financial Planner Board of Standards, Inc.
National Association of Estate Planners & Councils
The American College
