I've been in insurance/financial services for over 20 years specializing in individual insurance, wealth creation and preservation and group insurance. My centers of influence include a network of seasoned professionals including attorneys, accountants and other associated professionals. I help customers review asset allocations and prepare for the "God forbid and what if's" with an eye toward tax efficiency.
Work Experience
Aug 2009 -
Present
New York Life
Partner
Saddle Brook NJ
As a Partner I am responsible for recruiting superior talent to NYL. As the premier mutual insurance company NYL offers superior products, superior financials, excellent training and a comprehensive compensation package.
