• Developed a new sales channel for Prudential Financial from scratch, including 4 new products, a marketing strategy and relationship management and wholesaling teams to deliver digital products to financial institutions   

  • Built a consulting practice from scratch to help advance the sales of life insurance for the under-served markets in the United States working with insurance companies and distributors

  • Steering a merger of equals with the Financial Institutions Insurance Association and the Bank Securities Association that provided a more stable financial footing for both entities and a powerful trade association known as Bank Insurance Securities Association - the leading trade association in the financial services industry. 

  • Growing Independence Community Bank’s agency, as its President from $100,000 to $2,000,000 by expanding single carrier life operations to multi-program channels

  • Building a best practice platform insurance program for Dime Savings Bank that piloted a new concept wealth transfer instant issue product via Liberty Mutual, which became the market-leading product for over 22 years

8 Belmar Lane 

Commack, New York 11725

3200 NE 36th Street

Fort, Lauderdale, Florida  33308



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