Professional
After graduating from Boston College in 1990, I taught finance and accounting at a college in Belize, Central America for one year on a volunteer basis. In 1992 San Diego became my home and I started with Northwestern Mutual in September of 1992. My clientele consists of the "Who's Who" in the San Diego legal community. In addition, I work with a variety of businesses, from sole proprietors to large publicly traded companies, primarily on their executive benefits.
I have been a qualifying member of the Million Dollar Round Table(MDRT) and the Top of the Table. I have become extremely involved in championing the causes of the financial services industry. Professional groups throughout the country have invited me to speak to their members including the California Society of CPA's, law firms, corporations as well as elected officials in Sacramento.
Associations and Memberships
Past President, National Association of Insurance and Financial Advisors (NAIFA, San Diego) and past Vice President of Government Relations, National Association of Insurance and Financial Advisors (NAIFA)
|
|
