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Work Background
Nexus Point AdvisorsOwner
Mar. 2017Melville, New York, United StatesAuto, Home, Commercial Insurance.
Sales Manager & Financial Advisor at Park Avenue Securities
Strategies For Wealth- Guardian & Park Avenue SecuritiesSales Manager & Financial Advisor at Park Avenue Securities
May. 2011 - Mar. 2016Rye Brook, NYC, WoodburyProtection first financial institution. My goal is to help individuals and small businesses achieve financial balance and keep them there.
Director of Marketing
Genworth FinancialDirector of Marketing
Jan. 2008 - Nov. 2008Tarrytown
Regional Director
Prudential FinancialRegional Director
Jun. 2023New York, United Statesā€¢ Develops relationships with business leaders within local communities ā€¢ Develops Financial Professional Associates (FPAs) in the areas of relationship-based sales process, marketing strategy and client development
Financial Representative
Center for Wealth Preservation, LLCFinancial Representative
Apr. 2016 - Mar. 2023Syosset, NYI work with individuals and business owners and help position them so they live a life without compromise.
Investment Counselor
David Lerner Associates, Inc.Investment Counselor
Nov. 2008 - May. 2011White PlainsAssisted clients in receiving fixed income through their investments.
Jan. 2007 - Dec. 2010Henry's On The Hudson- Peekskill, NY
District Sales Leader
PrimericaDistrict Sales Leader
Nov. 2002 - Jun. 2008Generated sales through networking. Developed long term financial plans for families based on future goals and current financial situation. Recruited, trained and developed teams in New York City and Long Island.
Executive Manager
FortunoffExecutive Manager
May. 2004 - Jan. 2008


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