New York Life Insurance Company Aug 2011 - May 2014
Financial Service Representative
New York Life Insurance Company Aug 2011 - May 2014
Partner
Shark Signs Aug 2003 - Aug 2011
Chief Executive Officer
Aug 2003 - Aug 2011
Financial Advisor
Skills:
Talent Management Agent Development Leadership Strategic Financial Planning Agent Coaching Financial Services Retirement Investments College Recruiting Insurance Fixed Annuities Customer Service Long Term Care Insurance Sales Retirement Planning 401K Rollovers Mutual Funds Iras College Savings Plans Variable Annuities Long Term Care Life Insurance Buy Sell Agreements Income Protection Roth Ira Key Person Protection Estate Planning Business Insurance Planning Business Succession Planning Lifetime Income Strategies Multi Generational Planning Business Exit Strategy Training and Development Gifting Strategies Legacy Planning Strategic Planning Multi Generational Wealth Transfer Whole Life Succession Planning Recruitment/Retention Term Life Insurance 401K Permanent Life Insurance Sales Rep Training