Principal Financial Group
Senior Regional Manging Director
Principal Financial Group
Regional Managing Director
New England Financial Mar 2007 - Oct 2012
Managing Partner
New England Financial Jun 2002 - Feb 2007
Managing Associate
New England Financial Apr 2000 - Jun 2002
Registered Representative
Education:
Clarion University of Pennsylvania 1995 - 1999
Bachelors, Business Administration
Somerset Area High School
Skills:
401K Mutual Funds Fixed Annuities Financial Services Informal Business Valuation Pension Plans Term Life Insurance Buy Sell Agreements Variable Annuities Iras Business Overhead Expense Charitable Giving College Funding Strategies Executive Benefit Strategies Financial Needs Analysis Income Protection Key Person Insurance Survivor Income Universal Life Insurance Buy Sell Review Split Dollar Plans Supplemental Retirement Income Tax Deferred Savings Wellness Programs