Experience

Genesis Financial Services Group
• United States
• Financial Services
• 1 - 100 Employee
• Financial Advisor

  • Aug 2022 - Present


JJL Wealth Management

• United States
• Financial Services
• 1 - 100 Employee

• Founder

  • Jan 2014 - Present

  Develop strategies to increase financial awareness and literacy. Life Insurance Planning. Long-Term Care Planning. Disability Insurance Planning. Planning for retirement and living in retirement strategies. Investing and savings strategies. Develop strategies to increase financial awareness and literacy. Life Insurance Planning. Long-Term Care Planning. Disability Insurance Planning. Planning for retirement and living in retirement strategies. Investing and savings strategies.


Equitable
• Canada
• Insurance
• 200 - 300 Employee
• Registered Representative

  • Dec 2021 - Jul 2022


Allstate

• United States
• Real Estate

• PFR

  • Aug 2018 - Jun 2021

  I provide resources to assist clients in making informed decisions about their financial future. Which includes insurance and retirement. I provide resources to assist clients in making informed decisions about their financial future. Which includes insurance and retirement.



SSE Events Group

• United States
• Events Services
• 1 - 100 Employee

• Chief Finance Manager

  • Jan 2011 - Jan 2014

  Assist in formulating the company's growth strategies and supporting tactical initiatives. Monitor and direct capital flow. Develop financial and tax strategies. Develop performance measures that support the company's strategic direction. Assist in formulating the company's growth strategies and supporting tactical initiatives. Monitor and direct capital flow. Develop financial and tax strategies. Develop performance measures that support the company's strategic direction.


Gerstein Fisher
• United States
• Financial Services
• 1 - 100 Employee
• Client Advisory Team Private Client

  • Oct 2012 - Sep 2013


MassMutual Financial Group

• United States
• Investment Management

• Financial Services Professional

  • Jul 2010 - Oct 2012

  Develop short term and long term savings strategies for individuals, families, and businesses. Develop short term and long term savings strategies for individuals, families, and businesses.


Mercury financial llc
• United States
• Financial Services
• 1 - 100 Employee
• Managing director of insurance

  • 2012 - 2012


John Hancock

• United States
• Financial Services
• 700 & Above Employee

• Registered Representative

  • Jul 2008 - Jul 2010

  Sell life insurance and investments to individuals, families and businesses. Sell life insurance and investments to individuals, families and businesses.



Primerica Financial Services

• District Leader

  • Jun 2004 - Jul 2008

  Financial Advisor Financial Advisor