Bio
Experience
-
SagePoint Financial
-
Pinecrest, Florida, United States
-
Financial Planner
-
Dec 2020 - Present
-
Pinecrest, Florida, United States
Financial Planner and Investment Advisor Representative
-
-
-
MetLife
-
5900 N. Andrews Ave. Suite 900 Fort Lauderdale,...
-
Investment Specialist
-
Jun 2004 - Oct 2016
-
5900 N. Andrews Ave. Suite 900 Fort Lauderdale,...
Built a team that helps to support the Cypress Financial Group organization with all aspects of investment business and has the responsibility to grow the agency investment revenue year-over-year. In addition I lead the “CFIPS” Comprehensive Financial and Investment Planning team, to help support...
-
-
-
MetLife Securities Inc.
-
5900 N. Andrews Ave. Suite 900 Fort Lauderdale,...
-
Financial Planner
-
Jun 2004 - Oct 2016
-
5900 N. Andrews Ave. Suite 900 Fort Lauderdale,...
I built a team that helps to support the Cypress Financial Group organization with all aspects of financial planning and help their clients by offering a fully comprehensive financial plans customized their goals. In addition, I lead the “CFIPS” Comprehensive Financial and Investment Planning Ser...
-
-
-
SMITH BARNEY
-
BOCA RATON
-
Financial Consultant and Financial Planner
-
Mar 2001 - Jun 2004
-
BOCA RATON
-
-
-
Morgan Stanley Dean Witter
-
Boca Raton
-
Financial Advisor
-
Apr 1999 - Mar 2001
-
Boca Raton
-
-
-
Dean Witter Reynolds Inc.
-
Boca Raton
-
Financial Advisor
-
Jan 1995 - Apr 1999
-
Boca Raton
-
-
-
Meyers Pollack and Robbins
-
Boca Raton
-
Financial Advisor
-
Jun 1993 - Mar 1995
-
Boca Raton
-
-
-
JL Abrams/Schallenberg Galleries, Inc.
-
Boca Raton
-
President/Co Owner
-
Jan 1984 - Dec 1993
-
Boca Raton
-
-
Education
-
1994 - 1995Florida Atlantic University - College of Business
-
1993 - 1995Florida Atlantic University
-
1982 - 1983Brooklyn Academy of Music
-
1982 - 1983State University of New York Empire State College
-
1979 - 1983State University of New York College at Fredonia
-
1973 - 1978Eastman School of Music and Robert Wesleyan College
-
1969 - 1973Starpoint Central School
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Insurance and Risk Management”
Need a custom project? We'll create a solution designed specifically for your project.
References
Social Profiles
Community