Location:
6 Tee Ln, Wethersfield, CT 06109
Work:
Ascensus
Investment Education
Independent Consultant
Benefits and Investment Consultant
Goldleaf Partners
2017 - 2018
Regional Sales Director
Fiduciary Investment Advisors, Llc
Jun 2015 - 2016
Consultant
Callan
2008 - 2011
Vice President, Defined Contribution Consultant
Enterprise Iron Financial Industry Solutions, Inc.
2007 - 2008
Retirement Plan Consultant
Empower Retirement
2006 - 2007
Client Relationship Manager
Mercer
1999 - 2006
Retirement Consultant
1999 - 2006
Retirement Education Specialist
Education:
University of Hartford 1990 - 1995
Bachelors, Bachelor of Science, Business Administration
Kaplan University
Skills:
Retirement, Retirement Planning, Investments, Defined Contribution, Retirement Plan Consulting, Financial Services, Mutual Funds, Investment Strategies, Employee Benefits, 401K, Pensions, Erisa, Management, Relationship Management, Leadership, Financial Planning, Fixed Annuities, Sales Presentations, Risk Management
Interests:
Human Rights
Poverty Alleviation
Disaster and Humanitarian Relief
Economic Empowerment
Certifications:
Accredited Retirement Plan Consultant (Arpc)