Type Of Business:
Financial Service Company
Expertise:
Specializing in Retirement Planning and Estate Planning
Major Product/SVS:
Investments, Insurance for Existing and New Clients
Favorite Business Publication:
Financial Planning
Education Degrees:
Bachelor's Degree in Accounting, Suffolk University
Affiliations Awards:
Certified Life Underwriter; Chartered Financial Consultant
Number Of Years In Profession:
15
Number Of Years In Current Position:
8
What Does He/She Attribute Success To:
She attributes her success to her dedication and passion.
How Did They Get Involved In Profession:
She became involved in her profession because she always had an interest in the field and a desire to achieve financial goals.