Humana - Brevard and Indian River County since Jul 2009
Sales Executive
Independent Agent Oct 2005 - Aug 2009
Insurance Agent
SunTrust Investment Services Mar 2002 - Oct 2004
Senior Financial Consultant
Citicorp Investment Services Jan 2000 - Mar 2002
Financial Executive
Washington Mutual, Inc. Jan 1994 - Jan 2000
Senior Financial Consultant
Education:
Institute of Business and Finance 1997 - 1997
CFS, Anuities and Mutual Funds
Florida Atlantic University 1988 - 1991
BBA, Business, Management, Marketing, and Related Support Services
Palm Beach State College 1987 - 1991
Associate of Arts (AA), Business Administration and Management, General
Skills:
Annuities Long Term Care Health Insurance, medicare plans, Life Insurance Fixed Annuities Life Insurance Long-term Care Health Insurance Medicare Disability Insurance Retirement Planning Retirement Mutual Funds Investments Employee Benefits Property & Casualty Insurance Roth IRA Commercial Insurance Securities Term Life Insurance Wealth Management Underwriting Variable Annuities Financial Advisory Estate Planning Financial Planners 401k Brokers Financial Services Legal Liability Umbrella Insurance Series 6 Sales Group Insurance Commercial Lines Insurance Brokerage Homeowners Health Savings Accounts General Insurance Mortgage Lending Universal Life Small Business Long Term Care Insurance Casualty Licensed Property & Casualty Insurance Agent Accident Workers Compensation Cafeteria Plans Licensed Life & Health Insurance Agent
Interests:
Citizenship: U.S., Canadian, Caricom Nations,
Investing and Stock Picking, Stock/Equity research,
Aviation,
Internet Business Applications,
Real Estate
Charlotte Howard, Pataricia Taylor, Robert Conant, Catherine Donovan, Joseph Endresz, Joe Maggio, Maxine Shinefield, Leona Nelkin, Jill Steinberg, Greg Maietta, Virginia Russo, Mike Prajapati