(Privately Held; 10,001 or more employees; Financial Services industry)
May 2007 – Present ( 4 months)
Personal planning for: life insurance needs, mortgage protection, estate conservation, college funding, IRA funding, retirement planning, charitable giving
Business planning for: buy-sell funding, deferred compensation, executive bonus, key person protection, voluntary payroll deduction programs, qualified plan funding: SEPs, Keoghs, 401(k)s, pensions
Products offered: Individual life insurance, fixed immediate & deferred annuities*, long term care insurance, health insurance**, disability income insurance**
*Certain annuities issued by New York Life Insurance and Annuity Corporation
**Products available through one or more carriers not affiliated with New York Life, dependent on carrier authorization and product availability in your state or locality
(Privately Held; 5001-10,000 employees; Insurance industry)
April 2005 – May 2007 (2 years 2 months)
(Public Company; 10,001 or more employees; Food & Beverages industry)
August 2002 – March 2005 (2 years 8 months)
(Privately Held; 1001-5000 employees; Newspapers industry)
May 1999 – August 2002 (3 years 4 months)
Education
University of San Francisco
BA, Media, 1993 – 1996
Activities and Societies: Poynter Institute, Flori
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