Experience

Catalyst Investment

• United States
• Investment Management
• 1 - 100 Employee

• Founder and Co-Owner

  • Feb 2017 - Present

  Catalyst Investment Management aims to provide you with financial peace of mind through market wisdom, integrity, and strong personal relationships. We relentlessly champion your dreams and give you the strategies and insights you need to be successful financially by offering investment management, risk mitigation, financial planning, and retirement planning. Catalyst Investment Management aims to provide you with financial peace of mind through market wisdom, integrity, and strong personal relationships. We relentlessly champion your dreams and give you the strategies and insights you need to be successful financially by offering investment management, risk mitigation, financial planning, and retirement planning.



United Healthcare Medicare Solutions

• United States
• Insurance
• 500 - 600 Employee

• Independent Career Agent

  • Jun 2017 - Present

  Specialize in helping clients navigate Medicare and offer solutions such as Medicare Supplement (Medigap) and Medicare Advantage plans through United Healthcare. Specialize in helping clients navigate Medicare and offer solutions such as Medicare Supplement (Medigap) and Medicare Advantage plans through United Healthcare.



Shea Commercial Properties, Inc.

• United States
• Real Estate
• 1 - 100 Employee

• Licensed Real Estate Agent

  • Apr 2017 - Oct 2018

  I am a licensed real estate associate with Shea Commercial Properties. Our firm specializes in buying, selling and leasing commercial real estate in Southern New Hampshire and Northern Massachusetts. We have more than 30 years of commercial real estate wisdom. Whether your company is expanding or scaling back, Shea Commercial Properties can address your business needs. I am a licensed real estate associate with Shea Commercial Properties. Our firm specializes in buying, selling and leasing commercial real estate in Southern New Hampshire and Northern Massachusetts. We have more than 30 years of commercial real estate wisdom. Whether your company is expanding or scaling back, Shea Commercial Properties can address your business needs.


Charles Schwab & Co. Inc
• United States
• 1 - 100 Employee
• Branch Manager

  • Nov 2010 - Feb 2017


PsyMetrics Global

• Senior Consultant

  • Jun 2009 - Nov 2010

  Specializing in assessment programs focused on increasing productivity and effectiveness in the sales and service sectors. Specializing in assessment programs focused on increasing productivity and effectiveness in the sales and service sectors.



NJS Consulting

• United Kingdom
• Design Services
• 1 - 100 Employee

• Principal

  • Jun 2008 - Nov 2010

  Focused on innovative product development and management. Facilitates professional development of financial services professionals through industry-leading skills assessments. Focused on innovative product development and management. Facilitates professional development of financial services professionals through industry-leading skills assessments.


Psymetrics
• United States
• Human Resources Services
• 1 - 100 Employee
• Senior Consultant

  • 2008 - 2009

Transamerica
• United States
• Financial Services
• 700 & Above Employee
• Director, Retirement Planning - Transamerica Retirement Management

  • Jun 2007 - Jun 2008


Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• VP, Product Management

  • Oct 2004 - May 2007

  Product management for financial planning services across various client segments. Product management for financial planning services across various client segments.


Sungard Advisory Board
• Board Member

  • 2004 - 2007

Charles Schwab
• United States
• Financial Services
• 700 & Above Employee
• Misc

  • 1992 - 2004

Republican National Committee
• United States
• Political Organizations
• Director, Issues Committees

  • 1991 - 1992