Resumes
Resumes
Senior Vice President
View pageLocation:
26 Carnoustie Cir, Bloomfield, CT 06002
Industry:
Financial Services
Work:
Voya Financial Feb 2017 - Oct 2017
National Sales Manager
Security Benefit Feb 2017 - Oct 2017
Senior Vice President
Bank of America Merrill Lynch Sep 2012 - Feb 2017
Managing Director, Head of Insurance and Annuities
Morgan Stanley Jul 2006 - Sep 2012
Executive Director, Head of Distribution Annuity and Insurance Services
Ubs Jan 2000 - Jun 2006
First Vice President, Global Wealth Management
National Sales Manager
Security Benefit Feb 2017 - Oct 2017
Senior Vice President
Bank of America Merrill Lynch Sep 2012 - Feb 2017
Managing Director, Head of Insurance and Annuities
Morgan Stanley Jul 2006 - Sep 2012
Executive Director, Head of Distribution Annuity and Insurance Services
Ubs Jan 2000 - Jun 2006
First Vice President, Global Wealth Management
Education:
Southern Connecticut State University 1978 - 1981
Bachelors, Bachelor of Science, History, Political Science
Bachelors, Bachelor of Science, History, Political Science
Skills:
Wealth Management
Investments
Mutual Funds
Series 7
Portfolio Management
Retirement
Series 63
Financial Services
Leadership
Fixed Annuities
Financial Advisory
Retirement Planning
Insurance
Alternative Investments
Wealth Management Services
Separately Managed Accounts
Investment Advisory
Finra
Securities
Asset Allocation
Sales
Investment Management
Life Insurance
Relationship Management
Etfs
Variable Annuities
Series 24
Strategic Financial Planning
Financial Planning
Series 9
Series 4
Private Banking
Series 65
Equities
Fixed Income
Management
Trading
Securities Regulation
Asset Management
Finance
Investment Strategies
Investments
Mutual Funds
Series 7
Portfolio Management
Retirement
Series 63
Financial Services
Leadership
Fixed Annuities
Financial Advisory
Retirement Planning
Insurance
Alternative Investments
Wealth Management Services
Separately Managed Accounts
Investment Advisory
Finra
Securities
Asset Allocation
Sales
Investment Management
Life Insurance
Relationship Management
Etfs
Variable Annuities
Series 24
Strategic Financial Planning
Financial Planning
Series 9
Series 4
Private Banking
Series 65
Equities
Fixed Income
Management
Trading
Securities Regulation
Asset Management
Finance
Investment Strategies