Financial Writer, Editor & Trainer
Law School, University of Virginia
MBA program Binghamton University
Mutual Life Insurance Company of New York
Product developer
Compensation officer
Agent
Sales manager
Security Mutual Life Insurance Company
General agent
Marketing vice president
Agency vice president
Vice president - strategic planning officer
Principal Financial Group
Agency Manager
Maryland Financial Corporation
President
Freelance Writer & Editor
Published book author.
Writer & editor of major mutual life insurance company’s agent-training “university.”
Creator of 100+ training courses in computer based training, print and scripted classroom formats.
Insurance Industry Involvement
Member, Board of Directors, Baltimore Chapter of CLU & ChFC
Chairman of Continuing Education, Baltimore Chapter of CLU & ChFC
Moderator, GAMA Agency Managers Training Course (AMTC) Baltimore
Member, Board of Directors, Southern Tier (NY) Chapter of CLU & ChFC
President, Southern Tier (NY) Chapter of CLU & ChFC 1987-1989
Member/Secretary, Advisory Board to New York State Insurance Department