Experience

Fortis Lux Financial

• United States
• Financial Services
• 1 - 100 Employee

• Financial Advisor

  • Oct 2022 - Present

  Morristown, New Jersey, United States I take a collaborative and comprehensive approach to financial planning, working together with clients to build a plan that reflects themselves, their families and their life. Using technology, my clients have 24/7 access, review and track their plans online. I am licensed to sell insurance in AR, AZ, CT, DC, IL, MA, MI, NC, NJ, OR, WA, WI and securities in NY and NJ. I am a registered representative of and offer securities, and investment advisory services through MML Investors… Show more I take a collaborative and comprehensive approach to financial planning, working together with clients to build a plan that reflects themselves, their families and their life. Using technology, my clients have 24/7 access, review and track their plans online. I am licensed to sell insurance in AR, AZ, CT, DC, IL, MA, MI, NC, NJ, OR, WA, WI and securities in NY and NJ. I am a registered representative of and offer securities, and investment advisory services through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory address 420 Lexington Avenue, Suite 2510, Mew York, NY 10170 (212)578-0300. Show less



Equitable Advisors

• Financial Services
• 700 & Above Employee

• Vice President, East Region

  • Jan 2020 - Feb 2022

  Morristown, NJ My team and I work with individuals and businesses with their financial plan by considering all questions and information as it impacts the client's entire financial and life situation. We then create a detailed strategy tailored to meet each client's specific needs and goals. Expertise Includes: Investments Strategies Protective Strategies through Insurance products Estate Planning College Planning Tax Efficient Strategies



AXA Advisors, LLC

• United States
• Financial Services
• 700 & Above Employee

• Financial Consultant

  • Aug 2012 - Jan 2020

  Morristown NJ

• Wharton Retirement Planning Specialist

  • Aug 2014 - Jan 2016

  Morristown NJ The Retirement Planning Specialist title is awarded by AXA Advisors, based upon the Financial Professional’s (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and AXA Advisors’ affiliate, AXA Equitable Life Insurance Company (NY, NY), coursework for the certificate was developed exclusively for AXA Advisors FPs, and the title may be used only by FPs who have completed the required coursework… Show more The Retirement Planning Specialist title is awarded by AXA Advisors, based upon the Financial Professional’s (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and AXA Advisors’ affiliate, AXA Equitable Life Insurance Company (NY, NY), coursework for the certificate was developed exclusively for AXA Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact AXA Equitable atretirement@axa-equitable.com. Complaints about an AXA Advisors FP should be directed to customer.relations@axa-equitable.com.



Velocity Sports Performance

• Spectator Sports
• 100 - 200 Employee

• Center Director

  • Jul 2007 - Aug 2012

  Parsippany NJ 1. Drive Center Profits: • Develop an effective athlete recruitment plan to meet established sales revenue objectives • Establish partnerships with area athletic organizations to develop large training contracts • Create business to business relationships and marketing partnerships with local businesses 2. Manage Center Staff: • Train center staff on necessary skills and knowledge weekly 3. Analyze Sales Databases: • Review reports for sales, prospects, renewals… Show more 1. Drive Center Profits: • Develop an effective athlete recruitment plan to meet established sales revenue objectives • Establish partnerships with area athletic organizations to develop large training contracts • Create business to business relationships and marketing partnerships with local businesses 2. Manage Center Staff: • Train center staff on necessary skills and knowledge weekly 3. Analyze Sales Databases: • Review reports for sales, prospects, renewals, conversions, etc. 4. Oversee Marketing Function: • Develop a targeted recruiting plan for the territory • Manage pricing and packaging • Oversee and lead all marketing initiatives and event promotions Show less