I am a Series 7-licensed individual that has substantial knowledge of the securities industry including equities, debt securities, municipal securities, options, insurance investments, variable and fixed annuities, mutual funds, unitized investments, and wealth management. I have considerable ...more

I am a Series 7-licensed individual that has substantial knowledge of the securities industry including equities, debt securities, municipal securities, options, insurance investments, variable and fixed annuities, mutual funds, unitized investments, and wealth management. I have considerable experience working with life and annuity companies and mutual fund firms in roles focusing on new product launches, proprietary products, advanced product features and guarantees, insurance riders, and the business operations and procedures for new business and inforce contracts My prior experience includes advanced product specialist and business analyst roles for a leading annuity provider in the industry. My background includes specialized knowledge of proprietary annuity products for broker/dealers including Merrill Lynch, Edward Jones, PaineWebber, and Morgan Stanley. I also have extensive background with complex annuity products including ‘A’ share annuities, Access (No CDSC) annuities, single premium immediate annuities (SPIA), Fixed Annuities, group annuities, bonus products and other structured insurance investment products. I have specific knowledge of the qualified plan business - qualified plan accounts including IRAs and non-qualified accounts. I have extensive knowledge of wealth management programs and facilities including asset allocation and rebalancing models, systematic withdrawal programs, transfer and equity-wash rules and restrictions, 1035 exchanges, Bonus DCA programs, statement of accounts, and client and producer websites and VRU facilities. My typical role is working as a senior business analyst on project teams and with technical staff to assist with developing test plans and test cases, testing complex scenarios, developing training materials, training users, and assisting with implementations and support functions on full lifecycle projects for global insurance and financial services companies.less