Manage a 450 million annuity territory in the North East. My territory includes, CT, NYC, Long Island, RI. Responsible for driving annuity production within 3 of the top ten MetLife agencies in the northeast.

Mutual of America has specialized in providing retirement products and related services to organizations and their employees, as well as individuals, for over 60 years. As a mutual company, we do not have stockholders and are not publicly traded. We operate solely for the benefit of our customers, managing the Company for their long-term interest, rather than for the short-term demands of stockholders. Since 1945, Mutual of America has remained committed to offering plan sponsors, plan participants, and individuals carefully selected, quality products and services at a competitive price and the personal attention they need to help build and preserve assets for a financially secure future. Integrity, prudence, and reliability are the values that have guided us since our inception and that continue to serve us well. For more information, please visit us at mutualofamerica.com.

HYBRID WHOLESALER (NOV. 2011 – AUG. 2013)Actively contributed and facilitated the launch of the Simple Solutions variable annuity into multiple strategic Bank relationships.Operated closely with regional managers and financial advisors to effectively organize and aid in planning training meetings in several states including: ME, VT, NY, MD, DE, and PA.Obligations include extensive external travel multiple weeks a month and conducting meetings and group training sessions with top-notch financial advisors and licensed bankers.Spent the balance of each month completing internal wholesaling responsibilities. Extensive logging, post-meeting follow-up, expense reporting, and accelerating sales were all part of daily duties.Created over 20M in sales in the first year through new clientele with no previous MetLife business relationships.AMERIPRISE ANNUITY SPECIALIST WITH METLIFE (MAY 2010 – NOV. 2011)Actively designed, planned and implemented the launch of MetLife variable annuities into Ameriprise.Conducted wide-ranging firm training for initial launch. Followed-up with continual sales desk education.Developed deep relationships with Ameriprise parent office and the sales desk. Created productive culture where MetLife became the # 1 “third party provider” system-wide.Cultivated beneficial relationships with senior advisors to facilitate business and obtain company goals.Conducted quarterly training visits to Ameriprise home office in Minneapolis, MN.Impressively grew sales from 100M in the first year to over 300M in the second nation-wide.INTERNAL WHOLESALER WITH METLIFE (DEC. 2007 – MAY. 2010)Assisted in the development of, and managed annuity transactions among the leading wire house firms; MSSB, Merrill Lynch, and UBS, in Eastern PA, Southern NJ, and DE.Notably grew territory to the # 2 wire house territory in the US (2009) with over 100 million in variable annuity production. Lauded as Wire House Internal Wholesaler of the Year (2008).