As a District Manager at Aflac, I leverage my extensive financial experience and my 7 financial licenses to help business owners increase their compensation package while cutting costs and taxes. I have been working with Aflac for over 11 years, and I have successfully advised and supported many medium to large fortune 500 organizations in implementing risk management strategies that optimize their 401k plans, medical plans, and voluntary benefit plans.My mission is to provide the best return on investment for my clients and their organizations, while also empowering and educating them on the benefits of financial planning and wellness. I have a strong background in financial advisory, with over three decades of experience and eight licenses, including Series 7, 9, 10, 24, 63, 65, and NYS Insurance license. I also have skills in investments, mutual funds, and financial analysis, and I speak three languages: English, Italian, and French. I am passionate about helping people achieve their financial goals and secure their future.
Listed skills include Series 7, Bonds, Finance, Investments, and 23 others.