Experience

BuddyIns Insurance Services

• United States
• Insurance
• 1 - 100 Employee

• Partner Experience Manager

  • Sep 2020 - Present

  Calabasas, California, United States



Associates of Clifton Park

• United States
• Insurance
• 1 - 100 Employee

• Internal Sales Specialist

  • Jun 2016 - Mar 2020

  Clifton Park, New York Working with financial advisors across the country to assist them in finding risk management solutions for their clients.



Northwestern Mutual

• United States
• Financial Services
• 700 & Above Employee

• Financial Representative

  • May 2015 - Jun 2016

  1201 Troy Schenectady Rd. Latham, NY; 3 Atrium Dr. Albany, NY 12205 It's a very powerful thing to be aware of challenges ahead, properly prepare for them, and to conquer them head on, as opposed to being reactive and dealing with what hand life has dealt you. This is the sentiment I hope to inspire people into adopting every day. My practice is in helping people to feel confident and secure about their financial future and to help them realize their financial goals. This is done by meeting with people and developing customized plans based on their… Show more It's a very powerful thing to be aware of challenges ahead, properly prepare for them, and to conquer them head on, as opposed to being reactive and dealing with what hand life has dealt you. This is the sentiment I hope to inspire people into adopting every day. My practice is in helping people to feel confident and secure about their financial future and to help them realize their financial goals. This is done by meeting with people and developing customized plans based on their personal, professional, and financial goals. I am consistently involved in the evolving nature of my clients' life and financial needs by holding regular reviews to affirm that their plan is still aligned with their goals and current situation. Show less



UPS

• United States
• Truck Transportation
• 700 & Above Employee

• Package Center Supervisor

  • Nov 2013 - Jun 2015

  Glens Falls, New York, United States