Resumes
Resumes
Principal
View pageLocation:
Austin, TX
Industry:
Investment Management
Work:
RG Consulting Group, LLC since May 2006
Principal
Traditions Capital Management, LLC Jun 2007 - Feb 2009
Managing Director
Himelsein Mandel Capital May 2006 - Jun 2007
Vice President of Insurance Markets
Park Venture Advisors, LLC Aug 2005 - Apr 2006
Program Manager
Goldman Sachs Jan 2005 - Jul 2005
Consultant, Asset Management Division
Principal
Traditions Capital Management, LLC Jun 2007 - Feb 2009
Managing Director
Himelsein Mandel Capital May 2006 - Jun 2007
Vice President of Insurance Markets
Park Venture Advisors, LLC Aug 2005 - Apr 2006
Program Manager
Goldman Sachs Jan 2005 - Jul 2005
Consultant, Asset Management Division
Education:
Dartmouth College 1992 - 1996
AB, Psychology Regis High School 1988 - 1992
NYS Regents Diploma FINRA; NYS Dept. of Insurance
Licensed life insurance agent and life settlement broker. NASD Registered Securities Representative., Life Insurance, Annuities, Stocks, Bonds and Mutual Funds
AB, Psychology Regis High School 1988 - 1992
NYS Regents Diploma FINRA; NYS Dept. of Insurance
Licensed life insurance agent and life settlement broker. NASD Registered Securities Representative., Life Insurance, Annuities, Stocks, Bonds and Mutual Funds
Skills:
Tax Reduction
Wealth Management
Sales
Life Insurance
Retirement Planning
Insurance
Financial Analysis
Tax Minimization
Underwriting
Indexed Universal Life Insurance
Investments
Employee Benefits
Equity Indexed Annuities
Estate Planning
Retirement
Investment Banking
Asset Management
Investment Management
Fixed Annuities
Tax
Securities
Term Life Insurance
Operations Management
Stocks
Small Business
Financial Services
Business Relationship Management
Expert Relationship Builder
Licensed Life Insurance Agent
Variable Life
Variable Annuities
Universal Life
Tax Optimization
Municipal Bonds
Life Settlements
Insurance Captial Markets
Licensed Life Settlement Agent
Financial Advisory
Mutual Funds
Finance
Wealth Management
Sales
Life Insurance
Retirement Planning
Insurance
Financial Analysis
Tax Minimization
Underwriting
Indexed Universal Life Insurance
Investments
Employee Benefits
Equity Indexed Annuities
Estate Planning
Retirement
Investment Banking
Asset Management
Investment Management
Fixed Annuities
Tax
Securities
Term Life Insurance
Operations Management
Stocks
Small Business
Financial Services
Business Relationship Management
Expert Relationship Builder
Licensed Life Insurance Agent
Variable Life
Variable Annuities
Universal Life
Tax Optimization
Municipal Bonds
Life Settlements
Insurance Captial Markets
Licensed Life Settlement Agent
Financial Advisory
Mutual Funds
Finance
Interests:
Soccer
College Tuition Planning
Vocals
Chess
Retirement Income Planning
International Cuisines
Retirement Planning
See 7
Skiing
Languages
Cooking
Dancing
Running
Piano
Guitar
Wealth and Estate Planning Techniques
Poker
Hiking
Billiards
Travel
Tax Efficiency Planning
Shark Tank
Investing
Songwriting
See Less
College Tuition Planning
Vocals
Chess
Retirement Income Planning
International Cuisines
Retirement Planning
See 7
Skiing
Languages
Cooking
Dancing
Running
Piano
Guitar
Wealth and Estate Planning Techniques
Poker
Hiking
Billiards
Travel
Tax Efficiency Planning
Shark Tank
Investing
Songwriting
See Less
Languages:
English
Spanish
Italian
Polish
French
Spanish
Italian
Polish
French