Experience

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  New york guardian mortgagee corporation

  Jul 1986 - Dec 1989

  Loan reamortization manager

  Worked as a department manager where delinquent mortgages were reamortized and packaged for delivery in the secondary market. Basic underwriting and loan processing skills were developed.

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  Chase

  Jan 1990 - Nov 1993

  Collections specialist

  Recovered credit card debt from delinquent cardholders.

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  Royce investment group

  Apr 1994 - Jun 1994

  Stockbroker trainee

  Obtained Series 7 and Series 63 licenses while training at Royce's classroom study group.

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  David lerner associates, inc.

  Jun 1994 - Mar 1996

  Investment counselor / institutional sales

  I started off as an Investment Counselor and then moved into an Institutional Sales role. Developed prospecting skills, seminar presentation skills and then fixed income trading capabilities. Extensive work trading municipal bonds to dealers and high-net worth clients.

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  Alger

  Apr 1996 - Jan 2004

  Vp / regional marketing manager

  External Wholesaler covering all channels in the NY Metro territory. I sold Mutual Funds and Separately Managed Accounts for one of the most respected growth managers in the industry. I hosted many high-end events with legendary portfolio manager David Alger and I was the first Wholesaler ever hired at Alger Funds.

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  Touchstone investments

  Aug 2004 - May 2006

  Regional vice president

  External Wholesaler covering all channels in New York State but focused on the New York Metro territory. I sold sub-advised Mutual Funds to financial advisors and traveled extensively with renowned portfolio manager Louis Navellier.

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  Principal funds

  May 2006 - Dec 2018

  Senior regional director

  External Wholesaler covering all channels on Long Island and the outer boroughs of NYC. I sold Mutual Funds, Separately Managed Accounts and ETFs to financial advisors and RIAs. Areas of expertise include preferred securities, fixed income, real estate, equities and multi-asset products. Strongest relationships at Morgan Stanley, Wells Fargo Advisors, Ameriprise and Kestra Financial.

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  Retired

  Jan 2019 - now

  Regional sales director / external wholesaler

  I'm looking for a new challenge. I was able to retire at 55 because I saved and invested throughout my career. I also took advantage of every retirement perk offered to me (401K, Company Match, Excess Plans, Deferred Comp, etc..). I'm financially secure, in good health and maintain a positive attitude. I just feel that I have more to give. Therefore, I will consider opportunities as a Regional Sales Director in the NY Metro territory. The position must include Long Island as part of the territory but it has to be the right fit. I have experience in various market environments, industry knowledge, and, most of all, deep relationships with many financial advisors and large teams throughout the region. I'm also a long-time sponsor of the FPA of Long Island. During my retirement, I passed the test for my New York State Real Estate Salespersons license and I keep busy by traveling, exercising and enjoying each day. As James Taylor said, "the secret of life is enjoying the passage of time." Show less