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A Financial Services Executive with extensive background in areas of , but not limited to, Direct Product Marketing; Securities Sales; Risk Management; High Net Worth Estate Planning; Retail/Institutional Brokerage and Trading Operations; Insurance; Forecasting; Budgeting; Recruiting and Brokerage/Insurance Compliance Principal.
Connecting the dots to protect and grow both your business and personal balance sheets.
Life is unpredictable. You need a strategy that builds and protects, no matter what happens.
Living Confidently empowers you to take ownership of your decision-making, and prepare for the future.
Innovative thinking & advanced web technology to help you achieve financial balance.
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