Asst. V.P. of Mutual of New York
(AXA as of 2004): 1990-2005
Financial Advice and Solutions Team, 1990. Aided Field force nationwide to fund solutions to client problems with annuities, insurance, mutual funds, and brokerage accounts;
(Over $5 million in premiums and deposits in 2002 and 2003).
Townsend Financial Inc.,
a subsidiary of Home Life Insurance Company:
Coordinated fee-based financial planning for business owners and wealthy retirees; simultaneously headed the Home Life Advanced Marketing group of attorneys and consultants (before merger with Phoenix Life in 1989).
Director of Advanced Underwriting,
Mutual of New York:
Headed 7 attorneys providing Field Underwriters and their clients in USA and Canada marketing materials and advice to help sell products in the pension, estate, and business insurance areas.
US Trust Company Financial Planning Unit, 1972-1976;
Provided fee-based financial counseling to senior executives of major public corporations, as well as key figures in professional sports and government.
Yale University, BA, 1963
Columbia Law, JD 1966
Association of Advanced Life Underwriting (AALU)
International Estate Planning
for US expatriates (Switzerland)
CPA Societies and
Estate Planning Councils
(for CE credits)
Please click HERE for a description of services.
Plan Smart, Retire Rich
Trusts and Estates
Taxation for Accountants
Financial and Estate Planning (CCH)
Past Editor of CLU
Comment column in
(NY Association of
National Skeet Shooting
Baker Street Irregulars
US Chess Federation
USA Fencing Association
Stanfield Hill, JD, CLU
Richer Associates, Inc.
29 Fay Street
Albany, NY 12203 USA