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Manager Overview
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Assist clients to achieve their financial goals for retirement, college education, tax efficient investing, tax free investing, making a major purchase; or any other important event that may have an impact with their financial future and well being. |
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Experience & Disclosure
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Work Experience:
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14 years in the business. Have worked for Gruntal & Co., Chase Investment Services Corp., HSBC and Bank of America Securities. Fluent in English and Spanish. Affiliated with the New Jersey Army National Guard, currently serving as a First Lieutenant. |
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Academic Background:
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Master in Business Administration (MBA);
BA in Business Administration and Accounting. |
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Services
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Types of Investments:
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Immediate, Fixed and Variable Annuities, Open and Closed End Mutual Funds, Unit Investment Trusts, Life Insurance, among others. |
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Qualifications
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Certifications, Accreditations and Designations:
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Series 7, 63, 65, 24, 4 & 53. |
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Money Manager Articles
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