Summary Respected and trusted financial professional with a passion for helping individuals, families, and businesses in a non-sales oriented environment. Expert in client service, relationship management, portfolio design, retirement planning, life insurance, long-term care, and business succession. Experienced collaborator with attorneys and accountants for estate planning and intergenerational wealth transfer. 12 years' experience in global equity trading operations with Merrill Lynch and Thomson Financial.

Highlights:

• Management
• Insurance
• Planning
• Retirement planning
• Wealth Management
• Financial
• Portfolio Management
• insurance
• employee benefits
• benefits consultant
• sports
• salaried