A unique alternative investment and consulting firm. Specializing inLife SettlementsLife insurance as collateral assignmentAnnuity ArbitrageHybrid investment productsStructured SettlementsPremium FinancingAccess to International and Domestic institutional capitalStructured Settlement InvestmentsProprietary Insurance Structuresebernstein@s2lifeplans.com

S2 Life Finance, is an institutional buyer of unhedged life contingent structured settlements and unhedged life contingent Lottery winnings. We are a direct buyer and offer originators with pricing, due diligence and other back office services that assist the originators, so they can focus and concentrate on increasing their sales volume while feeling secure that their best interest's and reputation are protected through the entire process. S2 Life Finance through exclusive relationships within the Private Equity Industry and the Hedge Fund Community is now purchasing variable annuities, deferred annuities and assisting Bankruptcy Attorney's liquidate their clients financial investments in a fully disclosed process.

Responsible for new business generation. Consistently meet or exceed quota regarding new business sale goals. Oversee and manage a team of brokers and assist them in explaining to their clients what insurance programs are suitable for the client's current life situation and long term needs. Responsible for direct contact with clients to provide updates on the progress of their insurance matters, including product availability, product design on a case-by-case basis and application status. Direct contact with insurance carriers, banks and hedge funds regarding the placement and funding for the firm's clients.

Solely responsible for daily operations of the company. Duties included case management, sales, and obtaining sources of funding and correct legal documentation for the clients. Building alternative life insurance models for wealthy seniors, and staying in contact with the client and purchasing bank.

Managing Director

Instrumental in starting the Food Marketing niche. Responsible for soliciting clients and critiquing their current insurance programs. Negotiated with CFO's and Human Resource Directors, concerning their insurance coverage. Managed 401k and investments for VIP clients.

Responsible for trading equities and maintaining accounts with different investment banks, sales traders, and institutional brokers. Manage and established new accounts; supervised trading desk and risk management.

Solely responsible for day-to-day operations of an equity hedge fund. Maintained account histories, all appropriate documentation, and required agreements for all accounts. Researched and tracked appropriate investment decisions. Handled all billing and money transfers.