Industry:
Financial Services
Work:
Adp Mar 2015 - Feb 2019
Elite Outside Sales District Manager at Adp Retirement Services
Paychex Mar 2015 - Feb 2019
Regional Retirement Sales Representative
Adp Jan 2014 - Mar 2015
Inside Sales District Manager at Adp Retirement Services
Asurea Group Mar 2012 - Jan 2014
Independent Insurance Sales Agent
Northwestern Mutual Jun 2010 - Mar 2012
Financial Representative
Education:
University of New Haven 1994 - 2001
Master of Business Administration, Masters, Finance
Saint Joseph Regional High School 1994
Skills:
Investments
Sales
Finance
Retirement Planning
Loans
Financial Services
Life Insurance
Portfolio Management
Financial Analysis
Series 63
Disability Insurance
Employee Benefits
Underwriting
Risk Management
Fixed Annuities
Strategic Financial Planning
401K and Simple Ira's Finra Licensed Series 6 and 63
Mortgage Banking
Finra
Asset Allocation
Fixed Income
Trading
Term Life Insurance
Long Term Care Insurance
Options
Property and Casualty Insurance
Long Term Care
Financial Planners
Health Insurance
Estate Planning
Iras
Relationship Management
Wealth Accumulation
Refinance
Wealth
Investment Strategies