Experience

Alltrust Insurance

• Insurance
• 1 - 100 Employee

• Benefits Broker, Executive VP

  • Jul 2021 - Present

  Full service broker providing companies employee benefits packages and additional HR services. Contracted with all major insurance carriers. Full service broker providing companies employee benefits packages and additional HR services. Contracted with all major insurance carriers.



RK Asset Management

• Lutz, Florida, United States

• Financial Advisor, Owner

  • Jul 2001 - Present

  Financial Advisor offering clients guidence in both investments and insurance solutions. Products include stocks, bonds, mutual funds, annuities, life & health insurance, and employee benefits. As an independent broker, RK Asset can offer a diverse mix of financial products to address the ever changing needs of all individuals. RK Asset Management is licensed full service general insurance agency addressing individual health insurance and corporate employee benefits packages. Currently 100's of individual and business clients use RK Asset Management as their broker including health, dental, life, vision, disability and 401k. Show less



Josephthal and Co

• Financial Advisor

  • Jul 1999 - Jun 2001



Morgan Stanley

• United States
• Financial Services
• 700 & Above Employee

• Financial Advisor

  • Jul 1996 - Jul 1999