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Substantial experience and expertise in asset and risk management, with in-depth knowledge of annuities and insurance
products. Diversified operations management experience in marketing of financial services, new business development
and the establishment and retention of profitable client relationships.
Background also encompasses direct sales and service of office equipment in South Palm Beach county.
SUMMARY OF QUALIFICATIONS:
EXPERIENCE: (CONTINUED)
EDUCATION:
SUNY ALBANY, ALBANY, NY 1990
Masters of Business Administration
Major: Finance
GPA: 3.5
School Activities:
• Cross Country Team
• Track Team
• Rugby Team
(financed 100% of education with school loans, work study programs and part-time jobs)
MISCELLANEOUS: Ran several marathons, including New York City (twice) and Chicago Marathon.
REFERENCES: Available upon request