Global Travel
Argentina, Spain, Austria, Italy, France, Monaco,
Switzerland, Denmark, Hawaii, Iceland, Romania, Budapest,
England, Germany, Scotland, Poland, Hong Kong, China, Ireland,
Mexico, Israel, Canada, Croatia, Uruguay, Prague, Greece

education
• BA Finance – Boston University
• CLU and ChFC – American College

Organizations
• Cambridge Investment Research, Inc., a Broker/Dealer,
Member FINRA/SPIC.
• Oppenheimer’s Presidents’ Council
• Estate Planning Council of NY
• MDRT’s Top of the Table 2008 Chair and Divisional Vice President
• Life Underwriter’s Association
• National Association of Independent Life Brokerage Agencies