Certified Financial Planner/ Licensed Broker experienced in implementing complex saving, income and risk management for people in all financial situations, to ensure client’s retirement plans will work well into the future.

Licensed BANKER – Citizens Bank – Goffstown, New Hampshire   June 15 – Sep 16

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Recent 100% customer satisfaction from surveys.

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Recently within top 10 for referred investment sales.

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Profiled customer to uncover outside bank/investment assets.

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Assisted clients with investment and retirement planning

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228% of Q2 Banking Goal achieved

FINANCIAL RELATIONSHIP SPECIALIST – Manchester, New Hampshire   August 14 – May 15

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Positioned Bank's products to individuals and small companies.

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Sold annuities to help customers attain income and savings goals.

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Made referrals to TD Ameritrade - 2nd in region 97% of annual goal

before the end of 2nd quarter.

INSIDE SALES REP – Deluxe Corporation – Groton, Massachusetts   March 14 – July 14

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Positioned Company's high quality products to small business.

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Encouraged firms to update their marketing and website presence with Company.

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Adhered to strict quality control and security especially checks.

INVESTMENT/RETIREMENT SOLUTIONS REP – FIDELITY INVESTMENTS   Jan 04 – October 13

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Retained assets of terminated 401(k) participants.

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Assisted clients who kept assets with Fidelity with retirement savings and investment guidance.

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 Consistently met sales goals as set by Company.

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Came in 2nd out of 300 reps in one investment campaign

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Assisted existing and new clients with consolidations to Company.

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Assisted clients with overall financial and retirement planning

Northeastern University, Boston, MA, BS Economics

Hesser College, Manchester, NH AS Business Management                                                                                                                                      

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Series 7

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Series 66

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NH Insurance Producer License