B.S. Economics, College of the Holy Cross, Worcester, MA
M.S. Management (M.I.S.), Rensselaer (Lally School of Management), Hartford, CT
Partner Relationship Manager, Union Bank of California
Trust Officer, Union Bank of California
Taft-Hartley (Union) Specialist, MassMutual Financial Group
Senior Account Manager (Retirement Services), MassMutual Financial Group
Senior Consultant (Retirement Plans), Actuarial and Consulting Firm (Encino, CA)
The design, implementation and maintenance of qualified and non-qualified employee benefit plans, i.e. 401(k), Profit Sharing plans, Taft-Hartley’s, 403(b) and 457 plans.
Investment Advisor Representative Registered the State of California
Born in Kingston, Jamaica in 1976
Hometown: Los Angeles, CA
Residing in Santa Cruz since 2008
In consulting with my clients, I provide them with the knowledge and experience they need to make educated financial decisions that put their interests first. I strive to present information in a straightforward, understandable manner so that we can determine the most appropriate options available to address their goals.