I have been in insurance and financial services for over 15 years. Before that, I was a mailman, carrying mail through thick and thin. During this time, I got to know the names of all of my customers, over several hundred of them. My customers counted on me to deliver, and I came through. I had grown so close to my customers, that upon leaving the job, I had to return house keys to those who trusted me to use their home for rest stops and to duck out of bad weather. And on my last day the mayor and police chief came to say goodbye. I was touched.Today, I give all of my clients that same personal touch. Whether it is a circle of protection, guidance through a claim, or even some advice, the clients get my attention, my best effort, and treated like a good friend. I am a dynamic financial services and risk management professional with a successful track record of creating and sustaining growth in a very difficult business environment. Keeping the client always in mind, I have helped people and businesses with many financial and risk management needs.WHO I WORK WITH:◉ People who need answers about the complicated world of insurance◉ Mortgage brokers, local real estate agents, and financial advisors; anyone with a fiduciary responsibility◉ Business Owners Seeking Assistance With Insurance costs and risk managementWHAT OTHER'S HAVE SAID:Neal AtonOperating Partner at Empactful Capital LLCIf you seek a resource for solid guidance and direction--in your business or professional career--Brian's at the top of my list.Brian served with me on the Executive Committee of the American Bankers Association. He brought keen insights and leadership to our Board. Brian was a passionate voice for our members and drove educational/development efforts through his contributions--as speaker, discussion leader, organizer of educational forums and innovator. Given his execution strength, I tapped Brian to chair the Association's Annual Conference (from agenda development to logistics to conference marketing) for two consecutive years. They were not only huge successes but also completely innovative formats receiving rave reviews! When you need innovative thinking...think Brian.Please call me at 732.676.2009, if I can help in any way.
Listed skills include Insurance, Financial Services, Customer Service, Banking, and 36 others.