I'm a husband and father with more than 25 years of website/interface design and consulting experience. I have 18 years of financial services experience, and 10 years of marketing experience. In 2018 I completed my MBA in Marketing and I just began working toward my MS in Communications. I have a good sense of humor, work well in teams, embrace challenges and learning and look forward to connecting with you.
Download My Resume
IN PROGRESS, May of 2021
PUBLIC RELATIONS FOCUS
To succeed in the field of communications today, you need to know more than just how to work in a digital environment. You need to be digitally fluent. That means knowing how to leverage digital capabilities to enhance your message, communicate effectively across mediums and craft content that resonates with your target audience.
2018 - Present
PAYCHEX, STRATEGIC ACCOUNTS RELATIONSHIP MANAGER
I develop and maintain positive relationships for our top tier clients through effective collaboration with internal Paychex Operational departments, Financial Advisor community and appropriate sales organizations.
2015 - 2018
FIDELITY INVESTMENTS, INVESTMENT CONSULTANT
I worked one-on-one with customers on a broad range of investment issues. I also participated in branch seminars and sales campaigns, working with reactive and proactive sales contacts, and partners with Financial Planning Consultants on client/prospect business opportunities.
2007 - 2015
NATIONAL ASSOCIATION FOR FIXED ANNUITIES, DIRECTOR OF EDUCATION
This role entailed remote work and frequent travel. The goal of the association was changing the stigma associated with Fixed Annuities and educating across numerous stake holders. Our focus put me in front of legislators, regulators, large insurance firms, individual agents, and the customers.