Experience

Consolidated Planning, Inc.

• United States
• Financial Services
• 100 - 200 Employee

• Financial Representative

  • Jul 2017 - Present

  Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly-owned subsidiary of Guardian. Consolidated Planning, Inc. is not an affiliate or subsidiary of PAS or Guardian. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof. This material is intended for general use. By providing this content Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity.



MassMutual

• United States
• Financial Services
• 700 & Above Employee

• Managing Sales Director

  • Apr 2016 - May 2017

  Recruited, hired, trained financial professionals for the company while maintaining my own sales practice. Recruited, hired, trained financial professionals for the company while maintaining my own sales practice.



MetLife

• United States
• Insurance
• 700 & Above Employee

• Director of Operations

  • Nov 2004 - Apr 2016

  I held various positions with MetLife during this time period from Adviser to Team Selling Director to Director of Operations. All involved me working on my practice as well as working with Top Producers in helping them grow their practices. The Director of Operations Position allowed me to manage staff and manage the actual firm, participating in the budgeting and profit and loss planning for the firm. I held various positions with MetLife during this time period from Adviser to Team Selling Director to Director of Operations. All involved me working on my practice as well as working with Top Producers in helping them grow their practices. The Director of Operations Position allowed me to manage staff and manage the actual firm, participating in the budgeting and profit and loss planning for the firm.



Mony Mutual Of New York

• United States
• Manufacturing
• 1 - 100 Employee

• Agency Sales Manager

  • 2002 - 2004

  Recruited, Hired and trained inexperienced financial representatives while maintaining my own sales practice. Recruited, Hired and trained inexperienced financial representatives while maintaining my own sales practice.



New York Life Insurance Company

• United States
• Financial Services
• 700 & Above Employee

• Financial Services Representative

  • 1995 - 2002

  Financial Sales Representative working with clients. Financial Sales Representative working with clients.