Specialist in Executive and Corporate Benefits
Specializing in Investments/ Insurance products for Retirement/ Pension Plans for Profit & Non-Profit Corporations, Municipalities, Government & Quasi Government Agencies, Executives, and Individuals
Qualifications:
Registered Representative
Licensed Marketing Professional
Meridien Financial Group, Inc. (FINRA Broker-dealer)
Meridien Benefits
FINRA Series 7 – General Securities Representative
FINRA Series 66 – Registered Investment Advisor
Life Insurance & Variable Annuity Producer MA# 1890356 , RI # 2099917
Voluntary Group Benefits
12 years of Financial Services Experience
Investments, Insurance, Banking & Lending
Bio:
- Bachelor of Science, Concentration: Marketing, Southern New Hampshire University
- The American College, Enrolled Registered Employee Benefits Consultant (REBC)
- Women of The Year, Financial Services 2010 – 2011 by The National Association of Professional & Executive Women (NAPEW)
- Women of Excellence (NAPEW)
- Collegiate Skills Institute Mentor
- Board Member, March of Dimes, Central MA Chapter
- Board Member, Smaller Business Association of New England (SBANE)
- Member, Marketing Committee of SBANE
- Member, Society of Financial Service Professionals
- •Member, Society of International Financiers
