Educating and helping advisors help their clients with retirement financial planning.
I’m a Senior Regional Vice President for New York Life Annuities responsible for annuity distribution across all channels in Maine, Massachusetts, New Hampshire, upstate New York, Rhode Island, and Vermont. In this role, my priority is to educate and connect financial advisors so they can help their clients with solutions across the financial planning spectrum, from accumulation to income.
I have more than 19 years of experience in the financial services industry, having joined New York Life Investments in 2004, after serving as an advisor for US Alliance Credit Union.
I earned the Retirement Income Certified Professional (RICP®) designation from the American College and hold a FINRA Series 6 and 63 registrations, and Life and Health Insurance Licenses. I have a Bachelor of Science in Business Administration from the University of New Haven.
I live in Natick, MA, and enjoys being outdoors with my wife and two young sons.
I would like to learn more about your challenges, client needs, and hobbies and passions.