Experience

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  CITI - Personal Wealth Management

  • Westchester & Connecticut

  • Senior Vice President - Senior Regional Insurance Specialist

    • Jul 2012 - Present
    • Westchester & Connecticut

    - CITI Personal Wealth Management Senior Regional Insurance Specialist for the Westchester and Connecticut regions. (Previously also covered Long Island, Queens and Bronx region under the old model).- November 2023 - I just completed my 17 year anniversary at CITI - PWM (bridged time) - Keynote ...

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  Merrill Lynch

  • Greater New York City Area

  • Vice President

    • Jul 2010 - Apr 2012
    • Greater New York City Area

    - Wealth Structuring Group Estate & Insurance Planning Specialist for NYC & Long Island Region- Provide needs based client solutions utilizing a comprehensive financial planning approach- Estate Planning, Wealth Transfer to the next generation utilizing tax efficient strategies, Life Insu...

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  Lincoln Financial Distributors

  • NY City, Westchester & Long Island

  • Regional Director

    • Oct 2007 - Jul 2010
    • NY City, Westchester & Long Island

    - Director of life insurance sales covering the CITIBANK, N.A. distribution channel at the National Level.- Responsibilities include leading a focused and dedicated wholesaling team to become the premier life insurance resource and services provider for CITI - Personal Wealth Management's fin...

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  CITI-SMITH BARNEY

  • New York, NY

  • Regional Specialist

    • Feb 2002 - Oct 2007
    • New York, NY

    - Regional Insurance Specialist - NYC Bank Channel - South & Central Manhattan Region

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  Metlife Financial Services

  • Greater New York City Area

  • Marketing Manager & Account Executive

    • Jul 1996 - Feb 2002
    • Greater New York City Area

    -Marketing Manager - Managed a sales force of 9 agents and responsible for recruiting sales personnel to achieve personal quotas.- Developed and maintained accounts for life, health, disability insurance, variable annuities and mutual funds.- Established relationships with small business owners w...

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  Cuches International

  • Greater New York City Area

  • Project Engineer

    • May 1992 - Jun 1996
    • Greater New York City Area

    - Global sourcing consultant between U.S. companies and C.I.S. client base.

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  Unisys formerly Sperry Corporation

  • Great Neck, NY

  • Project Engineer

    • Sep 1984 - Apr 1992
    • Great Neck, NY

    - Project Liason between the Special Projects Office (SP-24 Navigation) located in Crystal City, Washington DC and Trident II Navigation System subcontractors.- Responsibilities include contract negotiations, relationship management between the prime and sub prime contractors, writing both the st...

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  BAE Systems formerly Hazeltine Corporation

  • Greenlawn, New York

  • Design Engineer

    • Jun 1981 - Aug 1984
    • Greenlawn, New York

    - Design engineer in the electronic identification product line.

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  Commack Hills Golf & Country Club

  • Pro Shop, ground crew & driving range

    • 1975 - 1980

    Summer Job