I have worked in the BGA distribution market of the insurance industry since 1989 with a specialty in underwriting and with opportunities to serve in several leadership roles. I have expertise in advanced sales concepts and product proposals; and proficiency with annuity products and with agency management system data-mining/reporting. My personal interest in finance and economics lead me to puruse a finance degree while working full-time; fortuitously allowing me to learn from, and share experiences with, professional money managers during the financial crisis in 2008-2009. My financial interests and education provide me with expertise in financial underwriting to augment my medical underwriting, and provide me with tools that help me to be a better leader.I am a Series 6 and 63 Registered Representative with P.J. Robb, and hold the FALU and FLMI industry designations.
Listed skills include Underwriting, Insurance, Life Insurance, Term Life Insurance, and 27 others.