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President of WealthVest Marketing, a financial services firm that designs and markets capital guaranteed products to financial advisors, so that they may recommend to their clients.

Formerly CEO of American Skandia, a $45 billion mutual fund and variable annuity company.

Author of "New Century, New Deal: Turning Your Income Into Wealth", a discussion of the challenges before the U.S. Social Security system.
  • Description: Professional Blogger. Trading frequency: Monthly
  • Interests: Bonds, Dividend stock ideas & income, ETFs, Mutual funds, Retirement savings
WealthVest Marketing Serving financial advisors with guaranteed products, and the training to understand these products.
Retirement Crisis The baby boom generation finds itself with terrible losses on their home equity and their stock accounts. Simultaneously, our nation's changing demographic and immigration patterns are threatening the retirement prospects for this generation and the generation to follow. Our job is to address these impending ...More
New Century New Deal As a nation we need to reform our Social
Security system to enhance longevity and ability to continue to serve as a safety net for the aged poor.