Contact Information

  • Phone: (617) 549-2288
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Specialties & Experience

General Specialties: Actuarial and Insurance

Specialty Focus: Life Insurance Sales/Marketing, Life Insurance, Annuities, Product Design, Distribution, Bad Faith, Pensions, Estate Planning, Lost Earnings, Economic Loss, Present Value, Pension Loss, Pension Value

Education: BS, Tuft University, magna cum laude

Years in Practice: 30+

Additional Information

Senior Executive with over 30 years of experience designing, developing, marketing and selling life insurance and annuity products. Former Vice President, Metlife with experience in variable, universal, traditional (whole) and term insurance. Currently Regional Vice President, Thomas Brady & Associates performing estate planning and insurance reviews and providing wealth transfer solutions. FINRA Series 7 and Series 24. Fellow of the Society of Actuaries. Magna cum laude graduate of Tufts, double major math and computer science. Experienced expert witness at deposition and trial.