Experience

• 

  Cetera Financial Group

  • United States
  • Financial Services
  • 700 & Above Employee

  • Investment Advisor

    • Aug 2020 - Present
    • Pearl River, New York, United States

• 

  Mahoney Asset Management

  • United States
  • Financial Services
  • 1 - 100 Employee

  • First Vice President

    • Apr 2017 - Aug 2020
    • Chestnut Ridge

    Provided specific retirement advice to Cornerstone Family Healthcare employees. My main goal was to increase retirement plan participation, reduce the fear of retirement planning, and help clients build the financial future they deserved. I was able to increase plan participation from 35% to over 80% in 3 years.

• 

  Sterling National Bank

  • United States
  • Banking
  • 700 & Above Employee

  • Investment Executive- Sterling Wealth Services

    • May 2015 - Apr 2017
    • Nyack, New York

    Responsible for building a client base, nurturing relationships, partnering with business bankers, and partnering with departments to ensure healthy banking relationships. Review client financial statements, evaluate and select investment vehicles that align with their goals and risk tolerance.

• 

  JPMorgan Chase

  • Hillcrest, NY

  • Personal Banker II

    • Dec 2011 - May 2015
    • Hillcrest, NY

    Responsible for building a client base, nurturing relationships, partnering with business bankers, loan officers, and financial advisors. Ranked nationally top 3% and #1 Personal Banker in the North Rockland District