Previous firm under new management. Now Sagient

We provide "Random Acts of Kindness" grants to single moms and their children who have run into financial difficulties. We also support other organizations with similar missions.

My job will be to help move this agency to the "next level" in terms of manpower, production and clients served by championing various projects in operations, IT and marketing.

Head up a Family Office for a high net worth family.

• Hired as Director of Advanced Sales working with our 125+ career agents and 400+ brokers • Became the in-house expert on our illustration software package. Trained agents and staff on use.• Given the responsibility of our training programs for both our new agents and experienced agents. • Given responsibility of our brokerage operation; created e-mail marketing program, created product-training programs.• Created and maintained our “data mining” leads program for the agency• Evaluated, selected, and oversaw the installation of our Agency CRM/Underwriting software. Trained agency staff on its use.

• Retirement Income Planner / Personal producer• Agency specialist on annuities and income planning. As such, I am available to any associate for training, questions or joint work

• Pre & Post Retirement Income Planning for individuals.• Tax advantage (qualified and non-qualified) retirement plans for businesses• Responsibilities included managing, compliance, and marketing assistance to the GA and agents

• Formed a Producer group within AXA to take our practice to the next level• Vice President – Southeast Division• As VP, I built my district into the 2nd highest grossing district (out of 6) in two years producing over $1,000,000 annually in gross commissions with only four producers and two support people.