For over 30 years, I have been helping individuals and businesses achieve their financial goals and objectives in various industries, such as health, restaurant, retail, and retirement planning. As a financial services professional at MassMutual, I provide real-world solutions to clients who have genuine needs, based on a measured, thoughtful approach that is grounded in reality.I have a California insurance license and a Mass non-residential insurance license, as well as multiple certificates of completion from Harvard University in contract law and emerging economies/markets. I also have skills in new business development, social networking, and business insurance planning, which enable me to anticipate consumer demands and create customized plans for clients. I treat each client as a partner, and some become friends along the way. The latter is priceless. Please don't hesitate to contact me to help you thoroughly analyze your needs and recommend appropriate solutions.
Listed skills include Leadership, Business Development, Start Ups, Management, and 46 others.