Specializing in Personal Lines. Home, Auto, Umbrella, Renters, Multi-Family Units, Mobile Home, Motorcycle, RV, Snowmobile, Watercraft & moreAs a full service independent agency for both personal & commercial lines, we represent several different companies which allows us to do the shopping around for you, saving time and money to get the best rate and coverage possible

Realty & Property Management Group

• Managed compliance and other tax aspects of a portfolio of over 200 properties.• Ensured timely filing of federal tax returns, audits and appeals and NYC quarterly rent tax returns.• Traveled countrywide conducting physical inventory audits.• Monitored and accurately allocated over 100,000 assets within the PTMS system.

• Maintained accurate share positions for bonds, fixed income and mortgage backed securities as well as other complex securities across a wide array of funds. • Acted as liaison to determine trade discrepancies between internal business groups and custodial banks.• Identified, researched and resolved position and interest breaks for funds under audit. • Organized and monitored monthly reports to ensure adherence to Sarbanes Oxley. • Generated and distributed daily reports to fund accounting and all levels of management.• Trained and developed new hires for the expansion of the India based team.

• Provided guidance to clients on insurance and investment products as well as retirement and estate planning.• Determined long term goals and solutions to meet client needs using extensive fact finding techniques. • Ranked by Fortune Magazine as one of the Best Five Internships for Real Work.• Ranked by the Princeton review as one of America’s Top 10 Internships.

Summers of 2003-2005, 2009• Analyzed risk and exposure and made recommendations on small to mid sized real estate properties.• Created insurance binders and certificates.• Processed policy changes and assisted in preparation of home and auto quotes.• Reviewed agency claim reports, researched status of auto & home claims, and monitored reserve levels. • Gained working knowledge of AMS system and ACORD forms.