Experience

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  Tgi fridays

  Feb 1992 - Oct 1993

  Resteruant manager

  I managed the front of the house in a 300 seat restaurant that produced over $4 million in combined food and beverage revenues. I also responsible for inventory and food cost controls. I was responsible for managing a staff of 50. When I was needed I also doubled as a Kitchen manager on shift.

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  Farnell financial services

  May 1995 - Oct 2000

  Vp business development

  I was the primary VP of business development for a boutique Venture Capital & Private Placement Services firm. I helped in the evaluation of business ideas and I created and wrote business plans for the purpose of raising seed or first stage venture capital through Regulation D 506 private offerings. We successfully raised capital for internet based business in eCommerce, Local Business Search Engine, Internet Service Provider, Broadband Telecommunications provider, Cancer Radiation Treatment Centers, Homeopathic health products, and Trans-dermal delivery devices. Show less

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  American express financial advisors

  Nov 2000 - Aug 2002

  Registered representative

  I provided financial and needs based analysis for individuals and families.

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  Peachtree settlement funding

  Sept 2002 - Sept 2008

  As a Premium Finance professional I helped High Net Worth clients use life insurance to offset projected estate tax responsibilities through Irrevocable Life Insurance Trusts. I created the preliminary underwriting file to be presented to credit facilities through UBS, Barclays Bank and others for financing of the premiums to pay for permanent life insurance with a face value of over $1,000,000.00 minimum inside of trust. This allowed clients not to use any out of pocket money to pay for insurance premiums. I created a network of independent Insurance brokers through IMO's & FMO's to facilitate transaction flow. Show less

  • Regional Sales Manager Premium Finance

    May 2007 - Sept 2008

  • Structured Settelment Financing Representative

    Sept 2002 - Oct 2007
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  Metlife

  Mar 2007 - Apr 2009

  Financial advisor representative

  I provided Financial and Insurance services through the Cypress Group located in West Palm Beach.

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  Symetra

  Apr 2009 - Mar 2011

  Independent investment advisor representative

  As an Independent Financial Adviser & Wealth Manager with Jordan Financial. I worked in a team of advisers providing portfolio & case design. I shared income creation strategies, wealth preservation, & wealth creation strategies using insurance products. We focused on 403b & 401k rollover opportunities for retirement income planning.

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  Planmember securities corporation

  Mar 2011 - Aug 2015

  Investment advisor representative

  I assist successful individuals and families with building, protecting and transferring their wealth from group plan accumulation accounts to Retirement income and wealth management strategies. I work with those who value advice and are willing to receive direction. By overseeing my client’s wealth I try to enhance the quality of their lives through outstanding guidance and service; I build strong relationships with my clients, allowing them to focus time on areas that give their life meaning and purpose. Show less

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  Cfis - cano financial & insurance services

  Sept 2013 - Aug 2015

  Financial advisor & retirement income planner

  Dedicated to providing retirement income strategies that may maintain and improve lifestyle in retirement. I am focused on a hybrid approach that incorporates using insurance products with **guaranteed income benefit riders along side traditional portfolio investment strategies. The goal is to create a level of sustainable and reliable income stream, while gaining tax efficiency through the years. No need to guess how much you can afford to spend when you can create a strategy that can tell you how much you can without fear of income running out.**"Guarantees and Benefits are subject to the claims-paying ability of the underlying Insurance Company." Show less

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  The mutual fund store

  Sept 2015 - now

  Vice president - investments

  Investment Portfolio Services, Retirement Income Planning Services & Wealth Protection

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  Financial engines

  Sept 2015 - now

  Senior vice president - financial planning

  You can’t get anywhere in life without a plan. That is why we make it our mission to deliver comprehensive retirement and financial planning to millions of mainstream Americans. Over the past 20 years, we’ve helped millions of everyday Americans prepare for a more secure retirement, and now we’re bringing high-quality help to millions more people just like you. It takes a unique perspective to combine all of your assets into one view – not just to see them all, but to make sense of them all. We provide a view not just into your retirement savings, but also Social Security, insurance, estate planning, college, health care - the full picture - all while putting your best interests first as we act in good faith, loyalty and care as fiduciaries. As an advisor at Financial Engines, I work hard every day on behalf of my clients and would welcome the opportunity to work on your behalf, too. Please reach out any time for more information. Show less

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  Edelman financial engines

  Sept 2015 - now

  • Director, Financial Planning

    Jan 2015 - now

  • SR VP Finanical Planning

    Sept 2015 - now