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Spending time with my family

Music Performance

Music Composition

Volunteering for LADACIN Network(a local Cerebral Palsy Organization)


Series 7

Series 66

NJ Life Insurance

NJ Health Insurance

My Current Resume

Special Skills

  • Strategic Analysis
  • Business Development
  • P&L Management
  • Team Leadership
  • Client Relationship Management
  • Interpersonal Skills
  • Budget Analysis and Management
  • Organizational Skills
  • Inventory Control
  • Process and Work-Flow Improvements


A results-oriented, self starter with over 15 years of work experience.  Heavy concentration in financial services and food service industries.  Skilled in utilizing my creative and analytical skills to solve complex business issues.  Strong ability to employ innovative approaches to develop and implement solutions.  Successful history of sales growth, streamlining operations, and cost reduction.  Expertise in team-building and cultivating long-term internal and external relationships.

Affiliations / Professional Development

Temple University NY Metro Alumni Association

Toastmasters International

The Business Game - Sarano Kelley International

Zig-Ziglar/Bryan Flanagan - Sales Success

Ron White - Memory Training

LADACIN Network - Local Cerebral Palsy Organization

Key Achievements

  • Grew gross sales 79% by designing and executing marketing and business-development initiatives for a retail bakery.
  • Increased net profit by over 10% through inventory control measures and purchasing programs for a retail bakery.
  • Increased deposit base by $1.5 million month-over-month in a De Novo banking center for JPMorgan Chase.
  • Reduced annual costs in the Underwriting Department of DTCC $50,000 by streamlining operations and developing a new process that merged several proprietary systems together and altered the departmental work-flow.
  • Reduced DTCC's liability approximately $100,000 and promoted departmental cost savings by utilizing existing technology to create databases to manage the Corporate Action research process.

Work experience

Aug 2009Present

Financial Consultant

AXA Advisors, LLC

Develop, grow, and manage new and existing client relationships.  Responsible for acquiring new clients through effective business-development strategies.  Provide protection planning, comprehensive financial planning, and investment services for business owners and individual clients.  Create customized solutions with respect to needs analysis, goals analysis and risk/return analysis.


Financial Advisor

Developed, grew, and managed new and existing client relationships.  Responsible for acquiring new clients.  Provided comprehensive financial planning services and financial analysis for clients.  Created customized wealth management solutions.


Financial Advisor and Guided Portfolio Manager

Developed, grew, and managed client relationships.  Responsible for creating and implementing an individual business development program and client service model.  Created customized wealth management solutions for clients based upon thorough analysis of needs, goals, time horizons, and risk tolerance.


VP / Branch Manager

Led and drove sales and service process for two new retail banking centers while growing profits.  Responsible for all branch staff, branch functions and all specialist staff serving the branch.  Directly managed the Assistant Branch Manager, Personal Bankers, and Sales and Service Associates.  Developed and cultivated long-term business and consumer relationships.


Owner / Operator

Grandma's Bagels Inc., A New Generation

Purchased and revitalized retail bakery that had several years of declining sales and negative cash flow by implementing initiatives to create sustained growth.  Performed all finance, human resource, marketing, inventory management, business development, and sales functions.  Responsible for day-to-day operations of retail establishment.



Increased efficiencies through analysis and implementation of successful solutions to processing and operational issues for the securities industry.  Represented the Settlement department internally and externally on project management teams as a project manager and subject matter expert.  Performed end-user testing on proprietary applications for the Settlement department to ensure their integrity.


Operations Coordinator

Achieved productivity gains and risk reduction through effective team building and leadership.  Performed operational functions for the largest securities depository in the world.




Pace University


Temple University