Experience

Charter Oak Financial

• United States
• Financial Services
• 100 - 200 Employee

• Operations Manager

  • Jan 2019 - Present

  Looking for top talent ! You have built a sizable practice delivering top value to your clients. Take your business to the next level. Consider affiliating with Charter Oak where you will join an elite group of producers who share your passion for excellence and benefit from a great support system. You'll be part of an entrepreneurial system with the freedom to provide solutions for your clients from a broad portfolio of innovative products and services. If you qualify, you'll get concierge-level business and marketing support so you can focus on meeting with clients. Show less



New York Life Insurance Company

• New York, NY

• Talent Acquisition

  • Jan 2008 - 2019

  - Conducting hundreds of interviews annually to acquire key talent. - Acting as a liaison between sales and underwriting for agents. - Conducting hundreds of interviews annually to acquire key talent. - Acting as a liaison between sales and underwriting for agents.



Weitz & Luxenberg PC

• United States
• Law Practice
• 300 - 400 Employee

• Case Analyst Specialist

  • Feb 2006 - Aug 2008

  - Specific Data Entry for over 100 legal cases. - Determined through intensive research the viability of several legal cases. - Streamline the legal stressors for clients to create a more relaxed environment. - Specific Data Entry for over 100 legal cases. - Determined through intensive research the viability of several legal cases. - Streamline the legal stressors for clients to create a more relaxed environment.