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Work experience

Oct 2012Present

Senior Marketing Consultant

ValMark securities

Life insurance product analysis and advanced case design.  Coaching top producers on product positioning and industry trends.  Author eNewsletters and host monthly product calls to keep our field up to date.  

Manage the intern training program.

Principal review on variable cases and OSJ responsibilities for several Member Offices

Oct 2011Oct 2012

Financial Representative

212 Capital group, a general agency of new England Financial

Lead recruiting and training for new agents.

Aug 2008Oct 2011

Licensed Financial Consultant

PNC Investments

Offered products and services to PNC Bank and PNC Investment customers.

Oct 2003Aug 2008

Financial Advisor

AXA equitable

Licensed advisor, offering all matters of securities and insurance.  Fee and non-fee based financial planning.  



Bachelor of Arts

university of akron

Major - Psychology


FINRA Series 7, 66, 24

Life and Health