As a Regional Vice President for New York Life Annuities, I’m responsible for annuity distribution across all channels in North Carolina and South Carolina.
With over 17 years of industry experience, I have been the featured speaker at numerous national and regional meetings. Prior to joining New York Life in 2009, I was a Regional Sales Director for Columbia Management Distributors focusing on Variable Investment Trusts and sub-advised sales within Columbia’s institutional insurance provider relationships.
I graduated from the University of Maine with a Bachelor of Science in Finance. I maintain a Series 6, 7, 63 and 65 FINRA registrations as well as Life, Accident, and Health Insurance licenses. I reside in Charlotte, NC with my wife, Jennifer, and two children, Madison and Colton.
I would like to learn more about your challenges, client needs, and hobbies and passions.