As a Senior Regional Vice President with New York Life Annuities, I’m responsible for annuity distribution across all channels in the states of Tennessee, Kentucky and West Virginia. I take a multi-faceted, solutions-oriented approach to annuity wholesaling by striving to understand the needs of my advisors and their clients.
I bring a wealth of knowledge to my business partners, having more than 23 years experience in sales and 17 years in wholesaling. My experience as a seasoned wholesaler helps me provide advisors with effective retirement strategies for their clients.
I hold a FINRA series 7, and 63 registrations, Life and Health insurance licenses, Certification in Long-Term Care (CLTC) and Charted Mutual Fund Counselor (CMFC) designations. I live in Mt. Juliet, Tennessee with my wife and dog, Ghost. I’m a native New Yorker, amateur boxer, horror film enthusiast and dog lover.
I would like to learn more about your challenges, client needs, and hobbies and passions.