Marco Financial
Co-Owner
The Coca-Cola Company Jun 1, 2011 - Sep 1, 2013
Public Affairs and Communications Manager
New York Life Insurance Company Jun 1, 2011 - Sep 1, 2013
Licensed Agent
Nylife Securities Llc Jun 1, 2011 - Sep 1, 2013
Financial Services Professional
Rbi Strategies & Research Jul 2010 - Aug 2011
Associate
Education:
The George Washington University 2008 - 2011
Master of Science, Masters, Politics, Management, Communications
Depauw University 2000 - 2004
Webster Groves High School
Skills:
Retirement Planning Life Insurance Account Management Investments Insurance 401 Rollovers Annuity Sales Asset Protection Business Insurance Planning Business Succession Planning Buy Sell Agreements Estate Planning Ira Rollovers Key Person Insurance Legacy Planning Licensed In Long Term Care Insurance Licensed Life Insurance Agent Lifetime Income Strategies Multi Generational Wealth Transfer Personal Finance Supplements To Employee Benefits Strategic Planning