Certified Independent Energy Consultant

Transition Planning - Merger & Aquisition Services Provided to Independent Broker Dealers & Wealth Management Firms.

Extensive background in full cycle executive search & recruiting in financial services, sales, sales management and wealth management arena. A key contributor to the success of the MRI Boston Group and gained recognition from peers, clients and candidates. During my career with MRI, I enjoyed being a consistent top biller & revenue generator for the firm.Qualified for Pacesetter awards every year, was the Boston Group Rookie of the year and Eagle Award recipient. Consistently moved through all recognition club levels to the highest level within the Boston Group. Aligned myself with Fortune 100 companies to contribute to the growth of their organizations by placing securities and insurance professionals. Received the prestigious Bob Offenbach award in recognition of high achievement, perseverance, dedication and loyalty.

USA Marketing Group Self employed to market and sell various managed care network services to insurance companies, third party administrators and large self-funded employers.

Recruited by firm to enlist life insurance agents and brokers to sell quality companies represented by agency in Rhode Island, Massachusetts and parts of Connecticut.

Recruited, trained and supervised 15-20 life and financial service representatives in sales of life insurance, annuities, retirement plans and investment products.

Recruited to newly created position for pilot program, Quaker Lane Financial Group. Sold various insurance products to businesses. Conducted sales meeting for agents: taught pension and retirement planning, estate planning and business insurance programs. Member of advanced marketing team.

Member of Million Dollar Roundtable Qualified for leaders Conference annually Award: Best new Agent