Resumes
Resumes
Location:
6500 Rock Spring Dr, Bethesda, MD 20817
Industry:
Financial Services
Work:
Washington Financial Group Oct 1995 - Jan 2003
Partner
Nfp/The Meltzer Group Oct 1995 - Jan 2003
Partner
Partner
Nfp/The Meltzer Group Oct 1995 - Jan 2003
Partner
Education:
University of Maryland 1987 - 1991
Bachelors, Bachelor of Science, Economics, Political Science
Bachelors, Bachelor of Science, Economics, Political Science
Skills:
Employee Benefits
Estate Planning
Insurance
Life Insurance
Securities
Risk Management
Long Term Care
Succession Planning
Leadership
Wealth
Retirement Planning
Small Business
Disability Insurance
Mergers and Acquisitions
Fixed Annuities
Due Diligence
Estate Planning
Insurance
Life Insurance
Securities
Risk Management
Long Term Care
Succession Planning
Leadership
Wealth
Retirement Planning
Small Business
Disability Insurance
Mergers and Acquisitions
Fixed Annuities
Due Diligence
Interests:
Middle East Studies
Travel
Lots of Family Time
Outdoor Sports
Travel
Lots of Family Time
Outdoor Sports
Position:
Partner at The Meltzer Group
Location:
Washington D.C. Metro Area
Industry:
Financial Services
Work:
The Meltzer Group since Jan 2003
Partner
Washington Financial Group Oct 1995 - Jan 2003
Partner
Partner
Washington Financial Group Oct 1995 - Jan 2003
Partner
Education:
University of Maryland College Park 1987 - 1991
B.S., Political Science and Economics
B.S., Political Science and Economics
Skills:
Long-term Care
Insurance
Employee Benefits
Estate Planning
Succession Planning
Insurance
Employee Benefits
Estate Planning
Succession Planning
Interests:
outdoor sports, travel, middle east studies, lots of family time
Honor & Awards:
Max Wallach Young Leadership Award, Professional Association, 1994
Jerome Dick Young Leadership Award,2009 Jewish Federation of Greater Washington
Washingtonian Magazine- They Know Money- Top Insurance Advisor
Awards:
Honors and Awards
District of Columbia Insurance and Financial Services Association Max Wallach Leadership Award Jewish Federation of Greater Washington Jerome Dick Leadership Award Million Dollar Round Table- Life and Qualifying Member since 1996 American Association of Long Term Care Insurance- Top 100 in America Washingtonian Magazine- Top Insurance Advisor
District of Columbia Insurance and Financial Services Association Max Wallach Leadership Award Jewish Federation of Greater Washington Jerome Dick Leadership Award Million Dollar Round Table- Life and Qualifying Member since 1996 American Association of Long Term Care Insurance- Top 100 in America Washingtonian Magazine- Top Insurance Advisor