Experience

Global Trust Asset Management, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Managing Director

  • Jan 2017 - Present

  West Palm Beach, Florida Area Financial Security Services LLC has merged with Global Trust Asset Management, LLC.



Financial Security Services LLC

• Managing Partner

  • Sep 2000 - Dec 2016

  Fee based active investment money manager providing money management services that are without any conflicts of interest. The philosophy is a balanced emphasis on controlling risk and maximizing total return through research, diversification and active management creating and managing individual investment portfolios, IRA programs, defined benefit pension plans, profit sharing plans and 401(k) plans. Clients benefit from the peace of mind that comes from knowing that their… Show more Fee based active investment money manager providing money management services that are without any conflicts of interest. The philosophy is a balanced emphasis on controlling risk and maximizing total return through research, diversification and active management creating and managing individual investment portfolios, IRA programs, defined benefit pension plans, profit sharing plans and 401(k) plans. Clients benefit from the peace of mind that comes from knowing that their investment objectives are pursued intelligently and with ultimate care. Show less



ING - Aetna Financial Services

• Vice President

  • Jan 1996 - Dec 1999

  Generated new strategic relationships with governmental and national healthcare organizations sales strategy development. Liason with the National Association of State Treasurer's organization on retirement planning concerns and issues..


MetLife Resources
• United States
• Financial Services
• Vice President

  • 1987 - 1990

American Express Financial Advisors
• Financial Services
• 1 - 100 Employee
• VP

  • 1986 - 1988