Welcome to My Website!
EDUCATION
Western Connecticut State University
BS in Chemistry 1987
CAREER
1975 - 1988: Analytical Chemist
· Analysis of clothing and pyrotechnic dyes for color,
concentration and other chemical properties.
· Analysis of pharmaceuticals for efficacy,
concentration and other chemical properties.
· Published scientific article in "The Journal of
Chromatography."
1988 - 1997: Various Entrepreneurial Endeavors
1997 - Present: AXA Advisors Financial Consultant
2003 - Present: AXA Advisors Vice President
A diversified practice in multiple service and
product lines including:
· Financial planning & life insurance analysis.
· Mutual funds, asset management accounts,
annuities, and wrap fee accounts.
· Majority of production involves estate planning
work funded through life insurance and other
financial products.
· Experience in the development of CPA and
attorney referral relationships.
· Assets under management approximately
$25 million.
· All new business is through a referral basis.
· Interviewing, hiring, training, and development of
new financial professionals.
PERSONAL
· Lives in Danbury, CT with wife Jan
· Member of Rock Ridge Country Club in Newtown, CT
serving on the Golf Committee
· AXA Advisors Qualifications:
Divisional Leaders Corp 1998 & 1999
Presidents Cabinet 2000
National Leaders Corp 2001
Circle of Excellence 2004, 2009
Centurion 2003, 2003, 2006, 2007, 2008 and 2010
- Awarded National Builders Trophy in 2003, 2005, 2007 and 2008
- Awarded Developing District Awards in 2003, 2004 and 2005, finishing #1, #5 and #3 in the country for each respective year
- Stamford Branch Divisional Vice President of the Year 2003, 2004, 2005 and 2006
- Million Dollar Round Table Qualified 2000, 2001, 2003, 2004, 2005, 2006, 2007, 2008, 2009 and 2010
- Awarded the title of Retirement Planning Specialist by Axa Advisors based on the receipt of a Wharton Certificate in Retirement Planning
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