Education
Saint Michael's College
BA, Economics 1986-01-01 - 1990-01-01verona high school
, 1982-01-01 - 1986-01-01Work Experience
Northwestern Mutual & Northwestern Mutual Investment Services
Current
Northwestern Mutual & Northwestern Mutual Investment Services
CCH/CT/Corsearch
1998-01-01 - 2000-01-01
CCH/CT/Corsearch
Lexis-Nexis & Matthew Bender
1996-01-01 - 1998-01-01
Lexis-Nexis & Matthew Bender
Chubb
1990-08-01 - 1996-01-01
Chubb
Skills
Summary
I graduated from St. Michael's College in Vermont in 1990 with a BA in Economics. I began my career with Chubb LifeAmerica shortly after graduation. Since then, I have become a Financial Advisor helping my clients with their Insurance (Life, Disability and Long Term Care) and Investments (College and Retirement) needs. I work with individuals and several small companies to provide their Group Medical & Dental Insurance as well as setting up their 401-K, Pension and Profit-Sharing Plans. I am independent so I work with many different insurance carriers and offer both Investment Brokerage and Advisory Services. Specialties: Individual: Life, Disability & Long-Term Care Insurance Group: Medical, Dental, Vision, Pension, 401(K) & Profit-Sharing Investments: Mutual Funds IRA (Traditional & Roth) Unit Investment Trusts Annuities Money Market Funds Fixed Income Investments 529 College Saving Plans