Bachelor in Legal Studies, University Massachusetts, Amherst, 1982.
Senior vice president, national sales manager, annuities & life insurance Shearson Smith Barney, New York, 1982—1995. Senior managing director, branch manager Bear Stearns & Company, Inc., 1995—2001. Executive vice president, sales SunAmerica Retirement Markets, Inc., 2001—2002.
Sales leadership positions, including senior vice president, branch manager Union Bank of Switzerland Finance Services, Inc., 2003—2005. Vice president, head, annuity sales division Massachusetts Mutual Life Insurance Company, 2005. Corporation vice president, national sales manager, retirement income group MassMutual Finance Group, 2005—2009.
Executive vice president, life and retirement sales Symetra Life Insurance Company, since 2010. Executive vice president, life and retirement sales and distribution, interim senior vice president, national accountants Symetra Finance Corporation, since 2010.