Work History

Work History

Worden Capital Managment LLC

Nov 2014 - Present

Branch Partner/Executive Vice President

Worden Capital is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to grow, protect, and conserve our clients’ wealth by delivering an unprecedented level of personalized service and expertise. Risk management is an integral part of all our activities—both investment and non-investment. While we have a dedicated risk team, we consider risk management to be everyone's job. It's our belief that long-term investment success requires not only mitigation of day-to-day investment risk, but also careful preparation for extraordinary events and an unusual attention to detail in the areas of operations, compliance, and other key business functions. Having navigated a number of challenging market environments throughout our history, we believe we've gained valuable insight into practices for attenuating risk. The pursuit of wealth is shared by many. When you achieve it, your specialized needs deserve a greater level of attention. At Worden Capital Management, our dedicated Financial Advisors are ready to work closely with you. With a clear understanding of your unique circumstances, we'll find the right services and solutions to help meet your objectives today and tomorrow.

JDNA

Apr 2005 - Nov 2014

Branch Partner/Account Executive

JDNA is a privately held registered broker-dealer dedicated to the individual brokerage and investment needs of our clients. The firm specializes in measuring the climate of the global financial economies. Our goal is to gauge the dynamics of the markets affect for the future, so that we may deliver a high level of performance. JDNA starts with our committed, and honorable registered professionals. These individuals through hard work, determination and in-depth knowledge of the markets, help our clients with tailored solutions to achieve their investment goals. We hope to deliver the best experience for our clients by listening to them, executing on their needs, and constantly measuring our performance against their expectations. To accomplishment our client’s satisfaction is our ultimate achievement.

American Capital

Apr 2005 - Oct 2007

Senior Account Executive

American Capital Partners, LLC (“ACP”), with six branch offices in addition to our corporate headquarters, is dedicated to providing clients with effective, timely advice for today’s increasingly dynamic market. The firm’s seasoned management has over fifty years experience in the securities industry. Our philosophy is to build strong relationships with our clients and serve each client’s individual needs and objectives with integrity, while providing the highest possible quality advice and personal service in an ever-changing market. While each client has different investment objectives and tolerance for market risk, we at ACP specialize in serving the needs of each client whether you are an aggressive trader or conservative investor. While we generally recommend securities listed on the New York Stock Exchange (NYSE) and NASDAQ National Market System, we may also recommend, when appropriate, other investments such as mutual funds and short sale and/or options strategies to enhance your investment portfolio. Of course, not all investments or investment strategies are suitable for every investor. Our registered representatives are available to help you with your investment needs and assist you in determining what may be appropriate for your specific needs, objectives, and risk tolerance.

MetLife

Dec 2004 - Apr 2005

Portfolio Assistant

MetLife Investments blends the creativity and agility of a start-up with the scale and stability of a FORTUNE 50 company – and it’s all built on shared values across a global team of 750 investment professionals. As a leading investor with more than $470 billion of managed assets, MetLife Investments offers a broad exposure to a variety of asset classes such as corporate bonds, structured finance, commercial real estate and alternative investments. In addition to headquarters in Morristown, NJ, and regional offices across the U.S., associates are located in London, Santiago, Hong Kong, Tokyo, and other offices around the world. As part of a global team responsible for actively managing the investments backing MetLife’s promises, there's a focus on making a difference in the lives of millions of customers who count on MetLife to help them pursue more from life.

Education

Education

Baruch College, City University of New York (CUNY)

1999 - 2003

Bachelor of Business Administration (BBA)

Major Studies-Finance and Global Investments

minor Studies-Econometrics

Skills

Skills

Professional Mentoring

Sales

Team Motivation

Management

Investments

Certifications

Certifications

FINRA

Jun 2005 - Present

Series 7 license

General Securities Representative

FINRA

Jun 2005 - Present

Series 63 License

FINRA

Mar 2005 - Present

Series 6 License

Variable Products

FINRA

Jan 2008 - Present

Series 24 License

General Securites Representative Supervision 

NYS Department of Insurance

Mar 2005 - Present

NYS Life & Health License

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