Occupation:Insurance Sales Manager |
Location:New York, NY |
Education Level:Bachelor |
Will Relocate:YES |
Description
SUMMARY Retirement industry professional with qualified and non-qualified plan design, and asset protection, accumulation, and distribution experience. Highly skilled pension consultant combining a broad perspective with strategic problem solving diplomacy. Team worker dedicated to organizational priorities to create and implement business strategies, develop new business, coach, and manage within a continuous learning environment.
Work Experience
| COMPANY | POSITION HELD | DATES WORKED |
|---|---|---|
| American Retirement Association (Ara) | Director, Technical Education | 11/2016 - 7/2017 |
| Guardian Life Insurance Company | Director | 11/2009 - 3/2017 |
| National Life Group | Director, Retirement Plan Marketing | 2/2007 - 11/2009 |
| Ulster Savings Bank/Ryan Insurance | Account Executive, Retirement Planning And Wealth Management | 1/2006 - 2/2007 |
| National Advanced Planning Group Llc | Partner, Retirement And Distribution Services | 7/2005 - 1/2006 |
| The Mony Group | Assistant Vice President Of Retirement Plan Marketing | 1/2001 - 7/2005 |
| The Cuna Mutual Group | Pension Specialist | 12/1996 - 1/2001 |
| The Reis Group | Group Sales Manager | 2/1992 - 12/1996 |
| The Augustine Agency | Financial Services Manager | 1/1989 - 2/1992 |
Education
| SCHOOL | MAJOR | YEAR | DEGREE |
|---|---|---|---|
| Marist College | Business Administration/Personnel and Labor Relations | 1980 | Bachelor Degree |
Accomplishments
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