Usi Insurance Services
Vice President and Sales
Wells Fargo
Practice Leader - South Florida, Vice President
Edify 2004 - 2011
President and Partner
Axa Advisors 2000 - 2004
Vice President
Axa Advisors 1992 - 2000
Financial Planner
Education:
The Wharton School 1972 - 1976
Bachelors, Finance
University of Bridgeport
Doctor of Jurisprudence, Doctorates
Skills:
Health Insurance Insurance Strategic Planning Risk Management Disability Insurance Leadership Employee Benefits Management Underwriting Healthcare Life Insurance Team Building Process Improvement Due Diligence Financial Analysis Sales Brokers Internal Controls