Bio
Experience
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United States
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Banking
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700 & Above Employee
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Multi-Site Branch Managr
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Jan 2024 - Present
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Branch Manager
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Sep 2018 - Present
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Assistant Bank Manager
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Nov 2017 - Sep 2018
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Becker & Associates
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Housatonic, MA
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Manager/Producer
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Jan 2013 - Nov 2017
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Housatonic, MA
Unmatched customer satisfaction and service, a happy client is my number one goal. Strategies and disciplines that work in good times and bad. Sound financial advice and solutions that allow you to make decisions with confidence. Property and casualty insurance consultation, review and recomme...
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Wheeler & Taylor, Inc.
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Great Barrington, Pittsfield, Sheffield & Stock...
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Insurance & Financial Advisor
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Mar 2009 - Jan 2013
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Great Barrington, Pittsfield, Sheffield & S...
Insurance and Financial Advisor who helped clients make difficult decisions about their money with confidence. Assisted clients in embracing new products and technologies in order to prosper while protecting their assets and wealth. Seminars and client education events.
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Berkshire Community Radio, WBCR 97.7FM
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Berkshire County, MA
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Weekly Radio Talk Show Host
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Feb 2010 - Feb 2012
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Berkshire County, MA
A weekly, one-hour program that covered personal finance, culture and politics and the effect all three have on our daily lives. Each week I share how these three topics are so closely interrelated that they are essentially inseparable and how they affect one another. I share common sense strat...
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Becker & Associates Planning Services
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Lynbrook, NY
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Manager/Producer
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Jan 1991 - Feb 2009
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Lynbrook, NY
Area's of expertise: Personal insurance, Commercial insurance, Life Insurance, Disability insurance, Long-Term Care, Annuities, Human Resources, Agency operations and Business Management. Eventually leaving the firm to raise my family in the Berkshires. I left as Vice President in the Insur...
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Education
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LaSalle University - School of Business
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Dale Carnegie Training
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Lynbrook High School
Suggested Services
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Industry Focus. “Insurance and Risk Management.”
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References
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