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NEW JOB TITLE: New York-based executive director and employee benefit services sales leader for New York-based Frank Crystal & Co.
PREVIOUS POSITION: New York-based managing director for Strategic Employee Benefits Services of New York Inc.
GOALS FOR NEW POSITION: Continuing the dramatic growth trend of our employee benefits practice and FCC as a whole.
CHALLENGES FACING INDUSTRY: The never-ending increase in health care costs and potential impact of pending health care reform.
INDUSTRY OUTLOOK: The future is bright for innovative, hard-working, client-centric brokers. Brokers who have successfully assisted their clients through the recent economic and regulatory pressures have fared very well. The challenges won't go away anytime soon, and organizations will increasingly engage talented organizations for solutions.
BEST THING ABOUT A BAD ECONOMY: It provides opportunity. Every organization has been forced to take a closer look at budgetary items and more closely examine their employee benefit and risk management costs. Providing innovative solutions to fiscal challenges has successfully seen FCC though a challenging economy.
COLLEGE MAJOR: Political science, Susquehanna University.
SOMEONE ONCE TOLD ME: To win the race...get ahead and stay ahead.
OUTSIDE THE INDUSTRY, A DREAM JOB: General manager for the Yankees.
HOBBIES: Golf, whatever my children are doing.
MOST PASSIONATE ABOUT: My family.
FAVORITE BOOK: There are many. Two recent favorites are “1776” by David McCullough and “Lone Survivor: The Eyewitness Account of Operation Redwing and the Lost Heroes of SEAL Team 10” by Marcus Luttrell.
FAVORITE MEAL: My mother's spaghetti and meatballs.
ON A SATURDAY AFTERNOON: I am on a ball field watching my kids' games followed by a family dinner.
EMAIL OR PHONE, AND WHY: Email is a great tool, but nothing replaces the phone.