How I can help you

Citifinancial (Citigroup): Consumer Director Manager for 10+ years Axa Advisors 2+ years in financial advisory planning MassMutual 3+ years in financial planning; specific with Medical Doctors, Dentist and Smal Business Owners

Areas of Expertise

  • Business Plans / Startup Assistance

Industry Experience

  • Finance & Insurance

Communication Methods

  • In Person