Professional
My career at Northwestern Mutual began in 1981, as a member of our highly respected college intern program. Since November of 1999 I have operated my practice as a Financial Advisor.
I hold designations as a Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), and Chartered Advisor for Senior Living (CASL®) from the American College. I am currently undertaking studies to achieve the designation of Retirement Income Certified Professional (RICP).
I have also served as a Facilitator for training and client builder groups for the Greater NY Group.
Years of Experience
Representing Northwestern Mutual since 1999.
Education
| Degree | Major | Institution |
|---|---|---|
| Master of Business Administration | Business Administration | State University of NY - Buffalo |
| Bachelor of Science | Political Science | Siena College |
Awards and Recognition
Million Dollar Round Table Qualifying Member 2004, 2008, 2012
MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
National Association of Insurance and Financial Advisors Quality Award 2011-2015
Award recognizing commitment to excellence in service to clients and industry
National Quality Award 2002-2010
Award recognizing persistency and performance
National Sales Achievement Award 2004-2005
Award recognizing performance