Experience

Bridge Locations

• United States
• Retail
• 1 - 100 Employee

• Sales Manager

  • Oct 2022 - Present



New York Life Insurance Company

• United States
• Financial Services
• 700 & Above Employee

• Finance Officer

  • Apr 2019 - Oct 2022

  ● Experience in Mergers/Acquisitions, Contract Negotiations, GAAP accounting, Forecasting, Optimizing EBITDA. ● Managed a portfolio of clients by building relationships and providing financial advice with a focus on risk management and client experience. ● Responsible for working with businesses and individuals to meet long-term investment and financial goals including retirement and estate planning with a strong emphasis on tax reduction. ●Mitigated risk with respect to total enterprise activities. ● Developed and implemented financial and tax planning strategies, working closely with C-Suite executives.