Work History:
- Protective Life Insurance Company
- Home Life Insurance Company of New York
- Pilot Life Insurance Company
- AMEX Life Insurance Company
- Barry Financial Company
- McDonald Investments
- UBS Financial
Accomplishments:
- President, Palm Beach chapter of Society of Financial Service Professionals
- Member of Million Dollar Roundtable for seven years
- Board of Directors of Tampa Association of Life Underwriters
- Leading National First Year Agent, Protective Life
- Branch Manager for Home Life of New York – recruiting and training
- Pilot Life General Agent, Recruiting, Training and Agency Building
- AMEX Life Assurance Company State Manager – recruiting and training
- Senior Vice President of Barry Financial Group
- Over 100 seminars during work with Barry Financial Group
- Live television on a bi-monthly basis for fourteen years on Fox Network regarding pertinent financial and estate planning questions – live call-in show
- Work with McDonald Investments to develop clients within the McDonald’s Financial / Key Bank model
- UBS Financial Group – maintain client relationships and developed business per the UBS Model
- Mentored four successful financial planning individuals who have attained good success
Education:
- A. Transylvania College – Lexington, Kentucky
- Charter Life Underwriter Designation – CLU
- 42 Years of work experience