Experience

Northeast Private Client Group

• United States
• Real Estate
• 1 - 100 Employee

• Investment Specialist

  • Apr 2021 - Present



Equitable

• United States
• Financial Services
• 700 & Above Employee

• Financial Consultant

  • Apr 2019 - Sep 2020

  Woodbury, New York I strive to develop ongoing relationships with my clients by helping them review and revise their strategies according to their needs and wants in life. I don’t believe in a ‘one size fits all’ solution. I aim to be a financial coach to all of my clients. Some areas I focus on include but are not limited too: Estate planning and wealth preservation Retirement planning Risk Management Education Planning Financial Planning Life Insurance For Business owners… Show more I strive to develop ongoing relationships with my clients by helping them review and revise their strategies according to their needs and wants in life. I don’t believe in a ‘one size fits all’ solution. I aim to be a financial coach to all of my clients. Some areas I focus on include but are not limited too: Estate planning and wealth preservation Retirement planning Risk Management Education Planning Financial Planning Life Insurance For Business owners I develop strategies for: Employee benefit plans, pensions and 401k implementation Executive benefits and deferred compensation plans Employee planning and seminars Key person planning Business succession planning Show less



T3 Trading Group

• Financial Services
• 100 - 200 Employee

• Class C Member

  • May 2017 - Mar 2019

  Greater New York City Area

• Trader

  • Jan 2017 - Aug 2018

  Greater New York City Area



State Farm

• United States
• Insurance
• 700 & Above Employee

• Agent

  • Jan 2009 - Apr 2017



Newbridge Securities Corporation

• Financial Services
• 100 - 200 Employee

• Account Executive

  • Nov 2007 - Jan 2009