Experience

Peer Executive Groups

• United States
• Professional Training and Coaching
• 1 - 100 Employee

• President

  • Oct 2001 - Present

  Providing a forum for C-Level Executives to compare financial performance, strategic, marketing and operational goals and processes. Providing a forum for C-Level Executives to compare financial performance, strategic, marketing and operational goals and processes.



Quadrant Private Wealth

• United States
• Investment Management
• 1 - 100 Employee

• Director - Business Advisory Services

  • Sep 2015 - Jan 2020

  My responsibilities include: 1) designing reward and retention programs for the corporate executive level 2) continuation planning for private businesses Along with other professionals at Quadrant Business Advisory Services: • Retirement analysis and programs • Estate strategies • Employee benefit and retention services • Business continuation strategies • Trust services My responsibilities include: 1) designing reward and retention programs for the corporate executive level 2) continuation planning for private businesses Along with other professionals at Quadrant Business Advisory Services: • Retirement analysis and programs • Estate strategies • Employee benefit and retention services • Business continuation strategies • Trust services



CA Growth Strategies (Acquired September 2015)

• Principal

  • Jan 2013 - Sep 2015

  My responsibilities include designing reward and retention programs for the corporate executive level. I offer total financial needs analysis through a network of experienced professionals with expertise in: • Retirement analysis and programs • Estate strategies • Employee benefit and retention services • Business continuation strategies • Trust services My responsibilities include designing reward and retention programs for the corporate executive level. I offer total financial needs analysis through a network of experienced professionals with expertise in: • Retirement analysis and programs • Estate strategies • Employee benefit and retention services • Business continuation strategies • Trust services



Peerless Business Advisors

• United States
• Financial Services
• 1 - 100 Employee

• Vice President, Executive Benefits

  • Oct 2012 - Aug 2015

  I offer total financial needs analysis through a network of experienced professionals with expertise in: • Retirement analysis and programs • Estate strategies • Employee benefit and retention services • Business continuation strategies • Trust services I offer total financial needs analysis through a network of experienced professionals with expertise in: • Retirement analysis and programs • Estate strategies • Employee benefit and retention services • Business continuation strategies • Trust services


Promus Financial
• Financial Services
• 1 - 100 Employee
• Vice President of Client Development

  • 2010 - 2012