Professional Profile
Call Me When
Call Me When... An insurance question arises and I will likely have the answer, solution or know someone who will!
Contact Method
617-909-5706
Profession
Professional Certifications
Property & Casualty Licensed Broker, Certified Financial Planner
Functional Expertise
Business Focus
Private Equity, Manufacturing, Real Estate, emerging industries
Transition Planning Certification
Client Industries
Client Results
Long tenured private equity broker providing over 200 transaction solutions
Membership
Greater Boston Individual
Member Since
Member for 1 Year
Sponsorship Type
Chapter Leadership Role
Why I'm a Member of XPX
I have participated in a few meetings and enjoyed the people and experience. I am familiar with a number of XPX members and have done business with them.
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