Experience

Kingsway Regional High School

• Primary and Secondary Education
• 1 - 100 Employee

• Business Teacher

  • May 2021 - Present

  Educate the youth of America Educate the youth of America



Avantax

• United States
• Financial Services
• 200 - 300 Employee

• Investment Analyst

  • Mar 2021 - Present



Vanguard

• United States
• Financial Services
• 700 & Above Employee

• Senior Sales Executive

  • Dec 2019 - Feb 2021



Lincoln Financial Group

• United States
• Financial Services
• 700 & Above Employee

• Regional Marketing Director - Annuities

  • Sep 2015 - Dec 2019

  Work with 10+ firms in the Wire house and regional channel in Michigan and NW Ohio. Providing sales strategies and identifying opportunities for advisers existing clients or prospects using annuities.Develop ideas around client events or retirement seminars.Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial Group. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. LCN-1841053-070717 Show less

• Internal Wholesaler

  • Jul 2013 - Sep 2015

  As an Internal Wholesaler at Lincoln Financial, I conduct and prepare presentations for advisors, review specific client illustrations, and provide Internal wholesalers key facts on new, pending or existing cases within the sales process.



Northwestern Mutual

• United States
• Financial Services
• 700 & Above Employee

• College Financial Representative

  • Jan 2012 - May 2013



DiFrancesco Accounting Services

• Greater Philadelphia Area

• Accounting Associate

  • Jan 2012 - Apr 2012