Centra Financial Group - Rochester, New York Area since Mar 2012
Financial Associate
Northwestern Mutual - Rochester, NY Oct 2010 - Dec 2011
Financial Representative
Education:
University of Phoenix 2002 - 2004
MBA, e-Business
Denison University 1981 - 1985
BA, Economics
The Lawrenceville School 1978 - 1981
High School Diploma
Skills:
National Account Sales Sales Management Category Management National Account Sales Consumer Products Medical Devices Customer Marketing Data Analytics Ecommerce Budgets Analysis Account Management Sales Business Development Strategic Planning Leadership Marketing Strategy Coaching Investments Insurance Finance Estate Planning Employee Benefits Customer Service Life Insurance Management Marketing Software Project Management Microsoft Office Mutual Funds Process Improvement Program Management Project Planning Public Speaking Retail Situation Analysis Time Management Disability Income Insurance Salary Continuation Sep and Simple Iras Annuities Asset Allocation Executive Benefits Strategies Business Continuation Strategies Financial Needs Analysis Supplemental Retirement Income Business Overhead Expense Income Protection Buy Sell Agreements Tax Deferred Savings College Funding Strategies Long Term Care Insurance Key Person Insurance Iras Term Life Insurance Deferred Compensation Plans Whole Life Insurance Wealth Accumulation
Interests:
Telemark Skiing Coaching Sports Children Sporting Clays Canoeing Trap Shooting Soccer Playing the Scottish Bagpipes Sports Paddle Tennis Education Squash Hockey Tennis Golf Health
Languages:
English Spanish French
Certifications:
Mba
Googleplus
Thomson Chew
Lived:
Rochester, NY
Work:
Centra Financial Group - Financial Associate
Education:
Denison University, The Lawrenceville School
About:
Father of 2, active in coaching youth sports and playing competitive racquet sports, dedicated to helping families avoid the stress and potential errors of not preparing for life's financial chall...
Tagline:
Becoming financially prosperous
Bragging Rights:
Scottish bagpiper, plays competitive squash, paddle tennis and tennis.