Financial Planner at Pruco Securities, LLC

• Aug 2018 - Present

A Financial Planner • Assists in the clarification, understanding and quantification of client’s financial goals and needs. • Assists clients in gathering the information needed to prepare the financial plan. • Creates a financial plan that provides information and strategies to help clients make better informed financial decisions. • Educates clients on solutions to the potential hidden risks that may disrupt their financial plan. • Meets with family members, executors and other advisors to discuss the clients’ financial plan, if desired, for a concerted effort. • Periodically updates the clients’ financial plan, if desired, to help clients make adjustments due to our ever changing environment. Show less

President & Owner

• Mar 2014 - Mar 2021

Construction Management Professional

• Apr 2013 - Mar 2014

Full service CM work for ETomic General Contracting Construction Management services for Newark Community Healhcare Centers. Full service CM work for ETomic General Contracting Construction Management services for Newark Community Healhcare Centers.

Director Asset Development and Facilities Management

• Jul 2011 - Apr 2013

President and Owner

• May 2007 - Jul 2010

A full-service construction management firm. MWBE A full-service construction management firm. MWBE

Purchasing Manager

• 2005 - 2007

Project Manager

• 1997 - 2005