Currently I'm a Regional Vice President for the Financial Institutions Channel. In this role, I’m responsible for driving sales of the New York Life annuity products in Minnesota, Wisconsin, North Dakota and South Dakota. I’ve been with New York Life for 9 years. Prior to this role, I was a Retirement Income Wholesaler responsible for driving sales of the New York Life Annuities in the Financial Institutions Channel and the Wirehouse Channel. Before becoming a Retirement Income Wholesaler, I was an Internal Wholesaler, first covering banks in Long Island & Queens and then wirehouses in the greater DC area.
I have a Bachelor of Arts in Finance and Marketing from the University of Albany. I hold the Series 7 and 63 licenses as well as the Life Insurance Sales license. I live in Minneapolis with my wife Christine and we enjoy outdoor activities on and around the lakes as well as golfing and attending sporting events such as baseball, football, and hockey games.
I would like to learn more about your challenges, client needs, and hobbies and passions.