Top performing financial services professional with a strong understanding of a diverse set of products and roles within the financial services industry. Over twenty years of experience managing and advising the financial lives of institutional as well as retail clients and investors. In March of ...more

Top performing financial services professional with a strong understanding of a diverse set of products and roles within the financial services industry. Over twenty years of experience managing and advising the financial lives of institutional as well as retail clients and investors. In March of 2018, after working in Boston for 20 years my family and I made the decision to relocate to Guilford, Connecticut. I currently hold the series 7, 65, 63, Life Insurance Producer licenses and have passed level 1 of the CEP and am currently a candidate for level 2.less