Financial Services Rep - Independent Contractor
Greater New York City Area
Financial Services Rep - Independent Contractor
Greater New York City Area
Regional VP since 1990 to present. Providing families and individuals with an overview and analysis of their financial state. Using appropriate financial solutions to establish security: to reduce and manage debt, accumulate wealth and provide proper protection for the unplanned setbacks in life. Current experience since 1987.
Securities and investments - IRAs:Roth, Traditional, Simple, Rollover, Transfer, 457, 401k, 403b, SEP - other: Annuities, Emergency accounts, Education funds inc. 529 plans, ESA. Mortgages and loans - New Home purchase, refinance, debt consolidation. Insurance -Life, Long Term Care, Prepaid Legal Protection,
(Public Company; 10,001 or more employees; Leisure, Travel & Tourism industry)
January 2007 — Present (1 year 10 months)
Online Travel Sales and travel planning for individuals and groups. Business opportunity available.
(Public Company; 1-10 employees; Financial Services industry)
January 1987 — Present (21 years 10 months)
See Summary above
(Public Company; 10,001 or more employees; Chemicals industry)
July 1976 — October 1990 (14 years 4 months)
Director of Safety Program at Research facility
Safety Supervisor at a plastics manufacturing facility which also included supervising Security guards for the 24/7/365 plant.
Business Administration 1982 — 1984
Bachelor of Science Magna cum Laude, Chemistry and Biology w/ minor in Math, 1972 — 1976
Golfing, skiing, gardening, vacationing
BBB, Travel Exchange
Top Securities Producer 2006, 2001, 2000
Top Loan Producer 2002