Developed a innovative line of ESG/Fossil Fuel Free Portfolios, allowing individuals and organizations of all sizes to align their investments with their values. Manage my own book of business, as well as a team of Financial Advisors. Oversee strategic initiatives, product development, sales objectives, marketing, and client communications.Licenses/DesignationsRegistered Securities Representative - Series 7 & 66Licensed Life Insurance/Variable Life Agent in New York, New Jersey, and DCLicensed Accident & Health Insurance Agent in New York, New Jersey, and DC***Investment and insurance products and services are offered through OSAIC INSTITUTIONS, INC. Member FINRA/SIPC. Amalgamated Investment Services is a trade name of Amalgamated Bank. Osaic Institutions and Amalgamated Bank are not affiliated. Products and services made available through Osaic Institutions are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.***
Listed skills include Retail Banking, Fixed Annuities, Series 7, Variable Annuities, and 32 others.