Work History

Work History
Mar 2011 - Present

VP Financial Consultant

Charles Schwab
Aug 2008 - Mar 2010

Financial Advisor

Morgan Stanley
Jun 2007 - Aug 2008

Financial Services Representative

Principal Financial Group



Hartwick College
1985 - 1989


Poly Prep Country Day School



Florida State Partnership for Long Term Care

Florida 215 Insurance License (Life, Health & Variable Annuity)

Series 31

Series 66

Series 7

Summary of Qualifications

·         A highly motivated, goal oriented sales professional with an entrepreneurial spirit

·         Hunter with a proven ability to close business in financial and B2B sales

·         Thrives in a quota driven sales environment

·         Effectively utilizes consultative needs based sales approach

·         Strong understanding of sales process (building rapport, overcoming objections, closing and gaining  referrals)

·         Excellent verbal and written communication skills

·         Energetic self-starter with ability to identify customer needs and advise clients in meeting present and future goals

·         Proven ability to work under pressure in a dynamically changing environment