I’m interested in mentoring people from:

    Jeffrey Loperfido

    Boynton Beach, Florida

    Vice President-Private Client Advisor

    J.P. Morgan Chase

    Specialties

    Business Development

    Sales Management & Operations

    Account Management

    Where I've Worked

    Jun 2010 – Present

    Private Wealth Advisor

    BB&T Bank

    2016 – Present

    Vice President-Private Client Advisor

    J.P. Morgan Chase

    Jan 2008 – Jan 2009

    Vice President

    Nationwide Financial
    A

    Jan 2004 – Jan 2008

    Regional Marketing Director

    AIG Sun America

    2010 – 2016

    Vice President-Wealth Advisor

    BB&T Wealth

    2004 – 2008

    Regional Marketing Director

    AIG SunAmerica
    A

    2002 – 2003

    Training Specialist

    AXA Distributors, Inc

    2008 – 2009

    Regional Vice President

    Nationwide Financial
    A

    1999 – 2002

    Team Leader/Internal Wholesaler

    AXA Distributors, Inc
    Where I've Studied

    BA, Communication

    University of Rhode Island

    Ask Me About

    People I've Reported To

    People I've Worked With

    People Who've Reported to Me