Experience

Wealth Management Resource Group

• United States
• Financial Services
• 1 - 100 Employee

• President & CEO

  • Aug 2022 - Present

  Securities and investment advisory services offered through SagePoint Financial, Inc. (SPF) member FINRA/SIPC. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF. Wealth Management Resource Group is independently owned and operated. Securities and investment advisory services offered through SagePoint Financial, Inc. (SPF) member FINRA/SIPC. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF. Wealth Management Resource Group is independently owned and operated.



Securian Advisors of New England

• United States
• Financial Services
• 1 - 100 Employee

• Managing Partner

  • Apr 2017 - Aug 2022

  At Securian Advisors of New England our Advisors have the opportunity to be in business for themselves, but not by themselves. Fostering a collaborative culture with opportunities to maximize both Advisor potential and vertical growth, we focus on a collaborative, team based approach. From on-boarding to practice development, we place a premium on providing high levels of support, as well as the right product, marketing, and technical resources to promote excellence.We encourage you to explore our website www.securianne.com and learn more about the services we provide. Should you have any questions, or would like more information about our firm, please feel free to contact us. We look forward to hearing from you.Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc.Securities and investment advisory services offered through Securian Financial Services, Inc. Member FINRA/SIPC. Securian Advisors New England is independently owned and operated. Show less

• Managing Partner

  • Apr 2017 - Aug 2022



Baystate Financial

• United States
• Financial Services
• 300 - 400 Employee

• Managing Sales Director II

  • Apr 2012 - Mar 2017



Liberty Life Assurance Company of Boston

• Regional Director

  • Jun 2008 - Apr 2012

  • Supported the Personal Market sales force in achieving life insurance sales and growth objectives. • Made field visits to assigned Branches promoting Life Company strategy and goals to include: 1. Sales promotion motivation 2. Training 3. Product and procedural roll out 4. Other activities to achieve assigned sales objectives • Provide sales strategies and technical support to the field • Assist in the development and implementation of product sales material and proposal systems • Promote and address important compliance issues Show less



Liberty Mutual Insurance

• United States
• Insurance
• 700 & Above Employee

• Sales Manager

  • Jan 2007 - Jun 2008

  • Attained all sales objectives and Command goals • Developed and maintained various programs to achieve desired results • Generated new business policy and premium sales • Retained customers • Increased Affinity marketing clients and account penetration • Supported profitability through quality measures • Ensured state and federal compliance • Developed Sales and Service staff • Ensured sales operational effectiveness to realize Command goals • Attained all sales objectives and Command goals • Developed and maintained various programs to achieve desired results • Generated new business policy and premium sales • Retained customers • Increased Affinity marketing clients and account penetration • Supported profitability through quality measures • Ensured state and federal compliance • Developed Sales and Service staff • Ensured sales operational effectiveness to realize Command goals



New England Financial

• United States
• Financial Services
• 200 - 300 Employee

• Managing Associate/Registered Principal

  • Aug 2005 - Dec 2006

  • Qualified for Leaders Conference as a Manager in 2005• Conducted weekly one on one sales builder meetings• Monitored each Financial Service Representative’s business and marketing plans • Conducted weekly training meetings on Life, LTC, and DI • Strictly enforced compliance rules and guidelines, conducted compliance reviews

• Client Relations/Case Design Specialist

  • Jul 2003 - Aug 2005

  • Supported Sales Reps with competitive analysis and case design support• Joint field work with Sales Representatives • Constructed comprehensive financial plans for the firm’s clients

• Financial Services Representative

  • Jul 1999 - Jul 2003

  • Sold Life, LTC, DI, Health Insurance and variable products• Won firm’s first Rookie of the Year Award in 2000• Qualified for Leaders Conference in 2001• Qualified for all 5 Las Vegas Conference Contests • Qualified for all 6 Cape Cod Investment Contests