Helping financial professional build their business by discovering opportunities and helping them serve their clients retirement needs
As a Senior Regional Vice President with New York Life Retail Annuities, I am responsible for annuity distribution covering Banks, Wirehouse, and Independent channels in the Metro New York, Long Island, and Hudson Valley regions. As well as, managing and coaching six Regional Vice Presidents.
I have over 31 years of financial services experience, ranging from personal production, service center management, and sales management, to wholesaling. My goal is to partner with advisors as a resource to grow their business by discovering opportunities with their current and future centers of influence.
I served in the United States Marine Corps for six years and I’m an accomplished racecar driver and instructor with over 16 years of experience.
I would like to learn more about your challenges, client needs, and hobbies and passions.