Experience

The Foundation for Financial Education

• United States
• Financial Services
• 1 - 100 Employee

• Massachusetts Chapter President

  • Feb 2021 - Present

  I help community organizations, companies of all sizes and government agencies take their employee wellness programs to the next level by providing an informative and resourceful financial education platform! People don't care how much you know till they know how much you care. I help community organizations, companies of all sizes and government agencies take their employee wellness programs to the next level by providing an informative and resourceful financial education platform! People don't care how much you know till they know how much you care.



Ohio National Financial Services

• United States
• Financial Services
• 300 - 400 Employee

• Regional Vice President

  • Sep 2017 - Nov 2020

  Partnering with advisors to bring professional counsel, through leadership, and innovative life insurance solutions and working to supply you with the ideas and tools needed to become and remain successful in your practice so you can impact the financial stability of your clients. Its my job to make you become the sunflower in a field of wheat. Partnering with advisors to bring professional counsel, through leadership, and innovative life insurance solutions and working to supply you with the ideas and tools needed to become and remain successful in your practice so you can impact the financial stability of your clients. Its my job to make you become the sunflower in a field of wheat.



Baystate Financial

• United States
• Financial Services
• 300 - 400 Employee

• Managing Director

  • Nov 2013 - Sep 2017

  As part of the Metlife merger I had a wonderful opportunity with Baystate Financial to continue my work with an amazing team headed by Dave Porter, Michael Yoken ,Greg Meahl and a fantastic infrastructure . As part of the Metlife merger I had a wonderful opportunity with Baystate Financial to continue my work with an amazing team headed by Dave Porter, Michael Yoken ,Greg Meahl and a fantastic infrastructure .



MetLife

• United States
• Insurance
• 700 & Above Employee

• Managing Director

  • Jun 2012 - Nov 2013

  Took over as the Managing Director from my friend and mentor and continue to build on the legacy of a very successful agency.

• Financial Planner and Investment Advisor Representative

  • Aug 2009 - Jun 2012

  Came back to Metlife to take over my mentor and coaches position after he retires in 2012 and worked as a financial consultant to my clients till then.



TD Wealth Management

• Springfield, Massachusetts Area

• Financial Planner at TD Wealth Management

  • Dec 2001 - Aug 2009

  Worked closely with all departments of the bank while learning the banking business also worked with top clients educating and guiding each client one at a time through the financial mine fields of life. Worked closely with all departments of the bank while learning the banking business also worked with top clients educating and guiding each client one at a time through the financial mine fields of life.



MetLife

• United States
• Insurance
• 700 & Above Employee

• Agency Director

  • Jun 1993 - Dec 2001

  Love the business so much I decided to mentor and bring new agents on board to the agencybeing part of the management team, I recruited, trained and developed new agents to become life insurance consultants and financial advisors.It was very rewarding and frustrating as well. Those of you who have been in that position know exactly what I mean.

• Financial Advisor

  • Jul 1985 - Jun 1993

  Learned the life insurance business the hard way made phone calls from a phone book started with the letter Z. Met with current and past client to discuss there insurance needs learned to live strictly on commissions was a challenge but it made me acquired a entrepreneurial mindset. Doing joint work with newer agents inspired me to want to help other agents to grow and succeed in this industry. I also realized the impact that a financial services professional can have in someone’s life.



Cummins Inc.

• United States
• Motor Vehicle Manufacturing
• 700 & Above Employee

• Parts Clerk

  • 1984 - 1985

  Shipped and received Diesel parts for Mechanics on the New England Coast also provided parts support for our own in house repair shop. Shipped and received Diesel parts for Mechanics on the New England Coast also provided parts support for our own in house repair shop.



Sheldon Transfer

• United States
• Truck Transportation

• Diesel Mechanic

  • 1983 - 1984

  Tough work but enjoyed my first job out of Diesel School Preventative and repair maintenance functions, both on-site and on the road. • Chassis component repair and maintenance. • Refuse bodies, including control, hydraulic and electrical systems; and air and hydraulic braking systems. • Engine repair and maintenance. • Suspension, drive-train and steering systems. • Heating and air conditioning. • Identifies the source of the malfunctions using a variety of electronic tools. Show less



Kmart

• United States
• Retail
• 700 & Above Employee

• Retail Salesperson

  • 1979 - 1982

  Worked at Wyatts Arco and the new Kmart store in town as a sales clerk Worked at Wyatts Arco and the new Kmart store in town as a sales clerk



Atlantic Richfield Company Arco Petroleum Products

• United States
• Individual and Family Services
• 1 - 100 Employee

• Wyatts ARCO

  • 1978 - 1979

  Pumped gas checked oil and sold local Soda from the Gas station saved enough money to buy my first car 1966 Pontiac Catalina for 50 bucks Pumped gas checked oil and sold local Soda from the Gas station saved enough money to buy my first car 1966 Pontiac Catalina for 50 bucks