Experience

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  Equitable

  • Jersey City NJ

  • Senior Director

    • May 2016 - Present
    • Jersey City NJ

    The named individual is a registered representative of Equitable Distributors, LLC (Jersey City, NJ) (Equitable Distributors Insurance Agency, LLC in CA; Equitable Distributors Insurance Agency of Utah, LLC in UT) and an agent of Equitable Financial Life Insurance Company (Equitable Financial) (N...

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  AXA Distributors, LLC

  • Jersey City NJ

  • Director Advanced Markets

    • Sep 2014 - May 2016
    • Jersey City NJ
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  Totten Insurance Services, LLC

  • Medina, Ohio

  • Principal/Owner

    • Mar 2013 - Aug 2014
    • Medina, Ohio

    Full-service major-lines insurance agency anchored by the Allstate Insurance Company. The agency employs five sales professionals, a benefits specialist, and an investment specialist.

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  Mirifex

  • Sharon Center, Ohio

  • Member of the Board of Directors

    • Jan 1999 - Jan 2014
    • Sharon Center, Ohio

    Company co-founder, served as COO from October 1999 until November 2004. Named board chairman in February 2005 and served in that position until December of 2010. The company was sold April 2014.

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  Lincoln Financial Distributors

  • Radnor, Pennsylvania

  • Director of Retirement Income Solutions

    • Jan 2011 - Jan 2013
    • Radnor, Pennsylvania

    Responsible for advanced markets sales and development. Developed and implemented a “Field Audit System” and “Territory Management System”, and associated methodologies that resulted in increased sales and professional effectiveness. Additional roles included education, performance management, ...

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  AXA Distributors, LLC

  • Senior Vice President, Divisional Manager

    • Jan 2000 - Jan 2010

    Responsible for managing a field force of 11 outside professionals covering the northeastern United States.

  • Senior Vice President, Director of Development

    • Jan 2000 - Jan 2010

    Responsible for Coordination of External and Internal Sales practices, marketing, and compliance across all four Channels of ADL. Additional roles included education, performance management, and development of 125 financial professionals and managers (including six SVP’s and 13 VP’s). Reported to the Chief Executive Officer and Chief Sales Officer.

  • Regional Vice President

    • Jan 2000 - Jan 2010

    Responsible for marketing the company’s full line of products and services to the wirehouse and planner channels in Ohio, Indiana and Michigan.

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  SunAmerica Mutual Funds

  • Los Angeles, CA

  • Vice President of Marketing

    • Jan 1999 - Jan 2000
    • Los Angeles, CA

    Responsible for marketing the company’s full line of annuity and financial products.

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  The Koptis Organization

  • Cleveland, Ohio

  • Partner / Branch Manager (OSJ) LPL Financial

    • Jan 1998 - Jan 1999
    • Cleveland, Ohio

    Implemented the securities and money management operation for a boutique estate planning and RIA firm.

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  McDonald & Company Securities, Inc.

  • Vice President, Planning Services

    • Jan 1989 - Jan 1998

    Established a department within the Private Client Group to deliver high-end consulting to registered representatives, as well as the investment banking areas of the company. Products and services included non-qualified deferred compensation plans, high-end estate plans, money management, trust services, charitable giving, and investment banking.

  • Investment Consultant, Private Client Group

    • Jan 1989 - Jan 1998

    Developed individual, trust and corporate clients for the company.

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  MacDonald & Company Securities, Inc.

  • Vice President, Investment Banking

    • 1989 - 1998

    Developed finance business in Ohio, Indiana, and Michigan.

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  Home Federal Savings Bank

  • Cleveland, OH

  • Dir of Equity Svcs, Haverfield Financial Services Inc., Branch Mgr, B.C. Chri...

    • Jan 1988 - Jan 1989
    • Cleveland, OH

    Positions held concurrently. Created and implemented product delivery system for the bank, includingsales, marketing, compliance, and bank/broker compliance systems.

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  Drexel Drew and Dicksen Securities, Inc.

  • Cleveland, OH

  • President

    • Jan 1986 - Jan 1988
    • Cleveland, OH

    Registered Principal and Chief Financial Officer. Managed all firm activities including sales, marketing and strategic planning.

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  The Cranford Group, Inc.

  • Home Life of New York

    • Jan 1980 - Jan 1986

    Specialized in marketing life insurance products for deferred compensation plans, buy/sell agreements, key executive protection plans, non-qualified deferred compensation, estate and retirement planning.

  • Executive Vice President, National Insurance Brokerage Exchanged Limited

    • Jan 1980 - Jan 1986

    Responsible for operations and marketing.

  • Vice President, Gakeer Financial Services, Inc

    • Jan 1980 - Jan 1986

    Assisted in development and implementation of "Gakeer Charitable Giving Systems”

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  Green Bay Packers

  • Green Bay, WI

  • Professional Football Player

    • Jan 1977 - Jan 1980
    • Green Bay, WI
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  New England Patriots

  • Foxboro, MA

  • Professional Football Player

    • Jan 1977 - Jan 1980
    • Foxboro, MA