My time in the financial services industry began in 1991 when I joined New York Life as a field underwriter for their life insurance portfolio and eventually branching into equity advisory services when I joined MONY in 1993.  By 1998, I joined Opus Advisory Group (nee Westchester Advisory Group) as a financial consultant for private clients and corporate entities.  Since 2011, I am a business development and client relations manager at Altium Wealth Manager at of Purchase, NY, a fee-based, family-office style financial integration firm.