Location:
6400 Main St, Williamsville, NY 14202
Industry:
Commercial Real Estate
Work:
Woodmark Forest Industries 2013 - 2017
Business Manager
Svn | Wilson Commercial Group, Llc 2013 - 2017
Senior Advisor
New York Life Insurance Company 2006 - 2012
Financial Planner and Business Development Manager
Nationwide Insurance 2004 - 2006
Financial Planner
Education:
Susquehanna University 1994 - 1998
Bachelors, Bachelor of Science, Human Resources, Business Finance
The American College
The American College of Financial Services
Skills:
Insurance
Retirement
Leadership
Financial Services
Wealth Management
Retirement Planning
Team Building
Finance
Fixed Annuities
Mutual Funds
Estate Planning
Long Term Care
Life Insurance
401K
Succession Planning
Training
Series 6
Public Speaking
Project Management
Financial Planning
Term Life Insurance
Analysis
Tax
Disability Insurance
Long Term Care Insurance
Financial Advisory
Iras
Wealth
Financial Planners
Variable Annuities
Employee Benefits
Collaborative Problem Solving
Business Development Consultancy
Consultative Selling
Strategic Analysis
Long Term Care
Strategic Financial Planning
Whole Life
Series 7
Series 63
Commercial Real Estate
Commercial Real Estate Analysis
Real Estate Investment Consulting
Tax Reduction Strategies
Wealth Transfer Planning
Interests:
Networking
Social Services
Children
Team Building
Buffalo Area Business
