Banking as a Service
Clearing as a Service
Payment Processing
EXPERIENCE
2024-Present
Chief Operations Officer, Bank of Commonwealth
2023-Present
Managing Director, Clearthink Capital
2021-Present
Board Member, BPN Capital Group
2020-Present
Managing Partner, Infinite Horizons Consulting
2011-2020
Managing Director / President
Trusted Advisor Network / Innovative Health Concepts
2008-2010
President, Portamedic
Hooper Holmes Inc., Basking Ridge, NJ
2006-2008
President
CJA & Associates Inc., Chicago, IL
2000 – 2006
Senior Vice President – National Sales Manager
Vice President – Sales & Marketing (MONY Group prior to AXA acquisition)
AXA Equitable, Hartford, Connecticut
EDUCATION
B.S. Computer Science and Mathematics
State University of New York at Binghamton, Binghamton, New York
Chartered Life Underwriter (CLU)
Chartered Financial Consultant (ChFC)
Fellow of the Life Office Management Association (FLMI)
Associate in Customer Service (ACS)
Registered Health Underwriter (RHU)
AFFILIATIONS
Board Member, Joseph’s House, Torrington, CT 2014-Present
Member, LIMRA Brokerage Committee 2001-2006
Member, LIMRA Broker Dealer Committee 2005
Was registered with FINRA with a series 6, 7 and 63.
