Experience

Sequoia Financial Group of New York and Vermont

• United States
• Financial Services
• 1 - 100 Employee

• Partner at Sequoia Financial Group

  • Mar 2014 - Present

  We are a team of independently experienced and credentialed financial professionals with over 189 years of combined experience. We came together in 2011 to elevate the level of resources and services available to our clients. We strive to achieve the highest standard of care in developing financial plans, managing client's assets and providing ongoing communication, education, and service to our clients as they move through the stages of their financial lives. Our education and experience allow for a unique opportunity to address a wide range of evolving financial needs without sacrificing the quality of advice. Continuity and consistency are critical to successful financial planning. Our partnership, the development of the next generations advisors, and a well-trained support team who share core values and professional practices ensure continuity beyond any individual advisor’s capacity. Sequoia Financial Group is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network. Important Information & Disclosures: http://bit.ly/2f98X9d Show less



AXA Advisors, LLC

• United States
• Financial Services
• 700 & Above Employee

• Executive Vice President

  • Mar 1986 - Mar 2014

  I joined AXA in 1986 upon graduating from the State University College at Plattsburgh with a degree in Business Management and Economics. I was promoted to Vice President in 1989, responsible for building a team of financial advisors with full training, development and oversight responsibility. In 1997, I accepted the position of Executive Vice President. I held this position for 17 years before I retired from management in 2014. During my management tenure, I grew the firm to over 80 financial professionals across multiple offices throughout the Capital Region, Hudson Valley, Vermont and Western Massachusetts. Today, the branch manages over $2 billion in assets for our clients. Show less