I have been engaged in the financial services industry since 1996 and, together with the integrity and diversified resources of AXA Advisors, am fully prepared to accomodate all of your financial planning needs with accuracy and economy.
Whether it is retirement planning, insurance protection, college funding, estate planning* or any other financial planning need, I can develop a personalized financial program with experience and precision.
I am a graduate of Baruch College with a Bachelors Degree in Business Administration. I maintain the FINRA Registrations Series 7, 24, 63 and 65, as well as Life and Health Insurance licenses. Due to proven product knowledge and client services, I have been awarded the right to earn membership in the prestigious Million Dollar Round Table. "MDRT" is a distinguishing career milestone, attained only by those who have demonstrated exceptional knowledge, experience and client services.
I also completed the course work for a Wharton Certificate in Retirement Planning.
My outside interests include running and serving as a volunteer to several charities. I also helped create a charitable organization designed to assist families of law enforcement who are in the need of financial assistance. I also voluntarily serve as a mentor to undergraduate students at Baruch College. I am a member of both the New York and Brooklyn Road Runners clubs and have completed five New York City Marathons.
One of my responsibilities also include managing financial associates' within the NYC branch of AXA Advisors. Throughout my management career I proudly won what AXA refers to as "The Gold National Builder's Trophy" which is only earned by the top producing manager throughout the United States. I earned that trophy and broke records in several management categories each year prior to accepting my promotion to Senior Vice President in 2010.
*Estate planning is offered using life insurance or other financial products.
Certificate awarded based on completion of a training program at the Wharton School, University of Pennsylvania.
Retirement Planning Specialist