Experience

Webster Investments

• United States
• Investment Banking
• 1 - 100 Employee

• Senior Vice President, Financial Consultant

  • Jan 1997 - Present

  New Britain, Connecticut, United States I have been with Webster Investments since 1999. Working closely with each client, I use sophisticated analytical tools and a wide range of investment and insurance products to develop a strategic financial plan that put my clients’ needs first. I was chosen as a Five Star Wealth Manager in 2019. The award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth… Show more I have been with Webster Investments since 1999. Working closely with each client, I use sophisticated analytical tools and a wide range of investment and insurance products to develop a strategic financial plan that put my clients’ needs first. I was chosen as a Five Star Wealth Manager in 2019. The award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2019 Five Star Wealth Managers. Show less


MetLife
• United States
• Insurance
• 700 & Above Employee
• Account Executive

  • 1987 - 1997