Work:
Creative Life Plans
Founding Member and President
Life Planning Group Creative Life Plans
Financial Advisor
Inter Insurance Agency
Director of Financial Services
State Farm
Apr 1, 1993 - Jul 1, 2011
Agent
Education:
Pace University 1983 - 1988
Bachelors, Bachelor of Business Administration, Marketing
Skills:
Insurance, Property and Casualty Insurance, Commercial Insurance, Disability Insurance, Life Insurance, Liability, Fixed Annuities, Customer Service, Long Term Care, Professional Liability, Term Life Insurance, Casualty, Casualty Insurance, Insurance Law, Health Insurance, Retirement Planning, Homeowners, Financial Services, Commercial Lines, Employment Practices Liability, 401K, Workers Compensation, Underwriting, D&O, Retirement, Universal Life, Whole Life, Inland Marine, Claims Management, Employee Benefits, Iras, Brokers, Licensed Life and Health Insurance Agent, Small Business, Series 63, Accident, Estate Planning, Licensed Property and Casualty Insurance Agent, Property Damage, Liability Analysis, Long Term Care Insurance, Health Savings Accounts, Permanent Life Insurance, Personal Financial Planning, Buy Sell Agreements, Medicare Supplement Insurance
Certifications:
Clu, Fss
The American College