My Background

I began my career in the financial services as a mutual fund accountant in 1995 after receiving Bachelor of Science in Accounting from CUNY Brooklyn College. I also received MBA in Investment Management from Lubin School of Business at Pace University in 2000 and was awarded a Chartered Financial Analyst ("CFA") designation in 2001. In 2000, I joined the hedge fund industry and for the next 14 years was managing investments as an analyst and Senior Portfolio Manager at major financial firms such as Permal, Citigroup, Merrill Lynch, UBP, servicing primarily institutional investors. In 2012 I became an agent with New York Life and a wealth advisor with Eagle Strategies.

Awards/Licenses

  • Member of 2013, 2014 and 2015 Executive Council* at New York Life Insurance Company
  • Member of Million Dollar Round Table** in 2014 and 2015
  • Chartered Financial Analyst Designation (CFA)
  • Registered Holder of FINRA Series 7, 6, 63

*New York Life sales production achievement award

**The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard pf excelence for life insurance sales performance in the insurance and financial services industry.

 

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Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials 27,219.52 +0.14%
OSX Oil Service Sector Index 71.89 +1.17%

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