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Work Background
The Prime Wealth Group w/ Pinnacle InvestmentsManaging Partner - Financial Planning Advisor | Prime Wealth Group Partner
Apr. 2022Morristown, New Jersey, United StatesServe as partner of Prime Wealth Group, managing portfolio of high-net-worth individuals and families. Execute wealth management function with emphasis on estate/legacy planning and tax efficiency.
Corebridge FinancialFinancial Planning Advisor
Dec. 2011 - Apr. 2022Berkeley Heights, New Jersey, United StatesDelivered estate, retirement, and legacy planning services with specialization in distribution stage of retirement, reducing minimum distribution times with strategic investment structures. Served as key resource in district, training new hires on processes and educating others on pension system.
Corebridge FinancialFinancial Advisor
Jan. 2011 - Dec. 2022Berkeley Heights, New Jersey, United StatesActed as subject matter expert in state for pensions, creating comprehensive workshops for other advisors to educate clients on state pension plans. Trained and guided 2-3 new hires annually through job shadowing to help them understand work ethic, daily processes, and methods for optimizing time.
Corebridge FinancialFinancial Advisor
Jan. 2011 - Dec. 2022Berkeley Heights, New Jersey, United StatesActed as subject matter expert in state for pensions, creating comprehensive workshops for other advisors to educate clients on state pension plans. Trained and guided 2-3 new hires annually through job shadowing to help them understand work ethic, daily processes, and methods for optimizing time.
Corebridge FinancialEnrollment Specialist
Jan. 2011 - Dec. 2022Berkeley Heights, New Jersey, United StatesEngaged with decision-makers to strategize cost-effective employee group retirement plan options. Named among Top 10 of enrollers out of 800 nationwide and earned Top Performer award in NJ metro district out of 45 specialists
JS Czura Inc.Chief Operating Officer
Jan. 2007 - Dec. 2011Morristown, New Jersey, United StatesLed construction phase of new coffee shop chain in NJ, launching locations in Morriston and Wayne and overseeing crews and space optimization to increase efficiency. Delivered people management function, including hiring, training, and talent development. • Recognized within community as key person to assist struggling people to get back on track through empowerment, training, and encouragement. • Achieved profitability in 1 year for Morristown location during recession and within 18 months of launch at Wayne with strategic planning, engaging marketing campaigns, networking, and creative problem-solving.
Confidential ClientEstate Manager, High-Net-Worth Household
Jan. 2004 - Dec. 2006Greenwich, Connecticut, United StatesUtilized organizational, multitasking, and leadership skills to supervise team of 15-20 employees and contractors and oversee 5 locations. Maximized bottom-line revenue by optimizing time and resources.
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