Experience

Clarfeld | Citizens Private Wealth

• United States
• Financial Services
• 100 - 200 Employee

• Assistant Vice President, High Net Worth Wealth Advisor

  • Jan 2023 - Present

  Boston, Massachusetts, United States



Wells Fargo Advisors

• United States
• Financial Services
• 700 & Above Employee

• Senior Financial Advisor

  • Nov 2018 - Jan 2023



Citizens

• United States
• Banking
• 700 & Above Employee

• Premier Advisor, Officer

  • Jan 2018 - Nov 2018

  Responsible for delivering holistic advice, guidance, and personalized financial strategies to affluent clientele through investment services, banking, and borrowing solutions. Managing 10-15 branches with a portfolio of 800-1000 affluent clients with investable assets of $500,000 to $3,000,000.

• Licensed Banker

  • Oct 2016 - Jan 2018

  FINRA registered representative, selling securities and other investment products in addition to offering retail banking products. With dual responsibilities (both banking and investments) going above and beyond for customers – helping to secure their financial futures. Harnessing flexibility to meet a variety of customer needs with a focus on building relationships with customers to drive sales. Concentrating on developing meaningful relationships with both new and existing customers by… Show more FINRA registered representative, selling securities and other investment products in addition to offering retail banking products. With dual responsibilities (both banking and investments) going above and beyond for customers – helping to secure their financial futures. Harnessing flexibility to meet a variety of customer needs with a focus on building relationships with customers to drive sales. Concentrating on developing meaningful relationships with both new and existing customers by understanding their financial needs in order to recommend and open the appropriate retail and investment products and services.



New York Life Insurance Company

• United States
• Financial Services
• 700 & Above Employee

• Registered Representative

  • Sep 2015 - Oct 2016

  1301 Atwood Ave Suite 306 N Johnston RI 02919 Counsel and advise clients on financial products: Term life insurance, Whole Life Insurance, Universal Life insurance, Custom Whole Life insurance, Fixed Term Annuities, Income Annuities, Life income Annuities, etc. Analyze client financial needs through immediate cash-need analysis and family maintenance funding analysis for life insurance based planning. Discover retirement income needs for clients based on financial analysis of their retirement plans. Utilize financial… Show more Counsel and advise clients on financial products: Term life insurance, Whole Life Insurance, Universal Life insurance, Custom Whole Life insurance, Fixed Term Annuities, Income Annuities, Life income Annuities, etc. Analyze client financial needs through immediate cash-need analysis and family maintenance funding analysis for life insurance based planning. Discover retirement income needs for clients based on financial analysis of their retirement plans. Utilize financial software: ● PlanningStation for retirement income and shortfall presentations. ● Nylis for illustrations on all types of insurance products including annuities. ● SalesForce to keep track of business activity, prospects, and client portfolios. Agent licensed to sell insurance through New York Life Insurance Company. Show less