Joining New York Life in 1999, I’m currently a Senior Regional Vice President, responsible for Fixed, Variable and Income Annuity distribution in the Mid-Atlantic region. I’ve worked in the Bank, Independent, and Wirehouse channels to help advisors identify guaranteed retirement income solutions for their clients. Prior to joining New York Life in 1999, I was an investment consultant with Citibank in New York City.
A native of upstate New York, I graduated from Cortland College in 1995, where I earned a bachelor’s degree in economics. I hold a FINRA Series 7, 63 and 24 registrations, and a Life & Health Insurance licenses, as well as a Retirement Income Certified Professional (RICP®) designation. I currently live in Birmingham, AL with my wife, Helen, and our 13-year old daughter, Addison.
I would like to learn more about your challenges, client needs, and hobbies and passions.