Lenox Advisors since Sep 2009
Relationship Manager
New York Life Jun 2008 - Sep 2009
Financial Services Representative
Allstate Insurance Mar 2000 - Jun 2008
Licensed Sales Producer/Manager
Education:
Arizona State University 1993 - 1997
St. Ignatius 1989 - 1993
Skills:
Wealth Management Strategic Planning Finance Financial Advisory Investments Business Development Investment Strategies Financial Analysis 401 Retirement Savings Plans Defined Benefit Life Insurance Succession Planning Long Term Care Insurance Disability Insurance
Interests:
Children Education Economic Empowerment
Languages:
English
Certifications:
Personal Investment Advisor Merrill Lynch Internal