Series * Stockbroker, Series 65 Investment Advisor, Series 24 Principal, Life and Health Producer.
Omnia Financial Parsippany, NJ
Vice President - Financial Advisor 2006 to Present
Service existing and new clients on financial and insurance products and deferred compensation packages. Analyze financial information and investment portfolios, review asset allocations, risk tolerance and objectives to determine strategies for meeting client's financial objectives. Develop marketing strategies to enhance customer base through cold-calling, mass mailing and referrals. Provide specialized health, life, disability and long-term employee benefit packages to small business owners, including insurance and retirement (401(K), Keogh, SEP, simple and Roth IRAs) plans.
New England Financial Fairfield, NJ
Financial Representative 1997 to 2005
Provided market data and research to assist financial consultants and financial representatives with presentations. Analyzed financial information to determine strategies for meeting client's financial objectives. Placed life, health, disability and long term insurance policies and investment plans.
SpiceTime Foods, Inc. Hoboken, Fairfield, NJ
Operations Manager 1994 to 1997
Managed overall plant operations, including ensuring compliance with OSHA and quality controls. Responsible for purchasing and product coordination of all raw materials and packaging for wholesale bulk spice and seasoning operations. Recruited, trained and supervised Warehouse and Shipping departments. Supervised and coordinated logistics for relocating company.
Scuba Network Paramus, NJ
Certified NAUI and PADI Scuba Instructor 1990 to 1994
Instructed, trained and certified students in all aspects of recreational scuba diving, from Open Water to Instructor levels, and advanced specialty courses. Conducted individual and group instruction in classroom and underwater environments. Organized and conducted overseas dive trips. Coordinated daily administration and physical activities required to run a dive shop.
Grey's Entertainment Dumont, NJ
Field Service Technician 1988 to 1990
Installed and serviced custom audio and video equipment. Set up service laboratory for design and service of electronic equipment. Designed interface for customer use.
National Business Systems Paramus, NJ
Electronic Technician 1986 to 1988
Assembled & calibrated high speed embossing machines that produce credit cards. Annalized & troubleshoot machines that needed repair.
Xyram Technologies Elmhurst, NY
Electronic Technician 1984 to 1986
Installed and serviced reporting systems for hospital Radiology departments. Conducted nationwide field service work. Assisted in design and production of innovative technology, including portable heart monitor worn as a watch and first voice recognition software developed by Texas Instruments.
United States Marines Corp
Corporal 1979 to 1982
Duties: Weapons Specialist, Infantry. Discharged as a Disabled American Veteran.
McGee Amusements Ridgefield, NJ NY
Electronic Technician 1976 to 1979
Installed and serviced Video games, Electro-mechanical games;(Pin Ball & Bowling games) as well as Pool tables & Cigarette machines. Conducted field service work diagnosing & repairing all of the above.
Technical Career Institute New York, NY
Associate of Applied Science: Electronics 1984
Farleigh Dickinson University Madison, NJ
Certified Financial Planner 2004
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