250 West 34th Street One Penn Plaza, Suite 2035
New York, NY 10119-0002
Jim brings the insights of his extensive career in financial services – including 22 years in the field – to add value to MassMutual Metro New York. He started as an advisor with a major mutual insurance company in 1986 and advanced to become an agency sales manager and an agency co-manager. He joined MassMutual in 2008 to bring that experience to enhance field training and agency leadership.
As a Practice Management Consultant, Jim partners has MassMutual’s top-tier advisors to help them grow their practice. He provides on-on-one coaching to field peak performance through activity management, opportunity assessment and proven sales and service best practices. Ask Jim what makes him great at his work and he will say ‘understanding’. He knows the challenge of running a successful practice because he lived it for over two decades. He listens to each advisor to learn their individual goals and dreams as well as the unique challenges they face. Jim gets it, so he can become a partner with a vested interest in each advisor’s success.
In the community, Jim is a board member and coach with the Longmeadow Massachusetts Baseball Association and has been coaching for 25 years. He is a lifelong history buff and a regular traveler to Florida. Jim resides in Longmeadow Mass with his wife Penny, two sons, Thomas and Evan, and daughter in law, Pauline.
- Insurance Strategies
- Investment Strategies
- Financial Education
- Retirement Income Planning
Check the background of this investment professional on FINRA’s BrokerCheckSee James’s Licenses and Disclosures