Benefit Concepts, Inc., Defined Contribution Consultant, Glastonbury, CT - 2 years
- Outsourced benefits administration solutions provider – open enrollment, COBRA compliance, etc.
- Managed retirement plans for mid-sized companies.
- Designed and implemented training program for new defined contribution consultants.
- Assisted in creation of broker/dealer.

American Express Financial Advisors, Independent Contractor, Mineola, NY - 5 years
- Developed and maintained a top financial planning practice.
- Taught financial planning classes for first-year advisors.
- Conducted financial planning seminars.
- Former holder of Series 7, 63 and New York State Insurance Licenses.

The Institute for Sustainable Nutrition, Development Assistance/Teacher, Granby, CT - 5 years
- Mission-driven institute offering certifications in sustainable health and nutrition.
- Assist Founder and Director with management of prospects and students in contact management system, enrollment process, and marketing opportunities.
- Monitor social media for school.
- Instructor for food sensitivities, nutritional remedies, and elimination diet classes.

Canton Board of Education, Math Tutor, Canton, CT - 5 years
- Taught children (in K-3) one-on-one and in small groups providing support and enrichment in math.
- Developed lesson plans for small tutoring groups and created teacher support materials.
- Tracked and monitored assessment progress, and assisted in determining which children were in need of support or enrichment.
- Created enrichment binder for each grade level (K-3).