| No |
Role |
Company |
Company Address |
Dates Employed |
Employment Duration |
| 1 |
VICE PRESIDENT/SALES |
USI Insurance Services |
Miami/Fort Lauderdale Area |
Dec 2017–Present |
3 yrs 6 mos |
| 2 |
PRACTICE LEADER - South Florida, Vice President |
Wells Fargo Insurance Services USA, Inc. |
Miami/Fort Lauderdale Area |
Jul 2011–Present |
9 yrs 11 mos |
| 3 |
President & Partner |
Edify, LLC |
Miami/Fort Lauderdale Area |
2004–2011 |
7 yrs |
| 4 |
Vice President |
AXA Advisors, LLC |
Miami/Fort Lauderdale Area |
2000–2004 |
4 yrs |
| 5 |
Financial Planner |
AXA Advisors, LLC |
Fort Lauderdale |
1992–2000 |
8 yrs |
| 6 |
Director of Corporate Administration |
Michael Swerdlow Companies, Inc. |
Miami/Fort Lauderdale Area |
1988–1992 |
4 yrs |
| 7 |
Attorney |
Attorney - Private Law Practice |
Greater New York City Area |
1987–1988 |
1 yr |
| 8 |
Operations Manager |
Salomon Brothers |
Greater New York City Area |
1985–1987 |
2 yrs |