Experience

Integrated Financial Concepts

• United States
• Financial Services
• 1 - 100 Employee

• Practice Manager

  • Mar 2020 - Present

  As part of our commitment to helping you, our clients, achieve your goals and aspirations, we have affiliated with the National Life Insurance Company of Montpelier, Vermont (with a proud history of over 160 years) and its Registered Broker/Dealer affiliate, Equity Services, Inc. Further, we have chosen to join with Integrated Financial Concepts, LLC, a National Life Group organization with 14 offices throughout the US, to enhance our capacity and capabilities for providing uncommon knowledge and best in class products and strategies. Show less



Strategies

• Director of Employee Benefits/Client Manager

  • 2002 - Mar 2020



Hudson County Community College

• Higher Education
• 500 - 600 Employee

• Office Systems Technology Coordinator

  • 1998 - 2004

  Coordinator of department that trained college students on Microsoft Office Software and career skills. Coordinator of department that trained college students on Microsoft Office Software and career skills.



Middlesex College

• United States
• Higher Education
• 700 & Above Employee

• Specialized Office Systems Coordinator

  • 1995 - 1998