Bio
Credentials
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Investments - Series 63 Security License
-Jun, 1990- May, 2026 -
Investments - Series 7 Security License
-May, 1990- May, 2026 -
Insurance - Life and Health Insurance Licenses
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Experience
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Patterson Smith Associates, LLC
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3 Elm Street Morristown, NJ 07960
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Director of Group Benefits
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Jun 1994 - Present
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3 Elm Street Morristown, NJ 07960
We design, build and manage employee benefit programs. Patterson Smith Associates, LLC ( PSA) and My Benefit Advisor ( MBA) have an approach proven to be successful for both large and small employers. Our approach brings together consulting, management, enrollment, compliance and fiduciary services to deliver a client - focused benefits solution.
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Goldman Capital
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New York, NY
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Trading Associate
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1992 - 1994
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New York, NY
Portfolio Trading and Management
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Neuberger Berman
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New York,, NY
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Portfolio Administrator
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1989 - 1992
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New York,, NY
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Education
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1984 - 1988State University of New York College at Oneonta
Bachelor’s Degree, Business/Managerial Economics
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Human Resources and Staffing”
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