QUALIFICATIONS:
Over 19 years of experience as a Licensed Financial Services Executive. As a Vice President of OneCambridge LLC, Conrad’s responsibilities entail recruitment, development, and coaching for both inexperienced and seasoned financial professionals.
- FINRA Series 6, 7, 63, 24, and 65; Life and Health Insurance, including Annuities, Long Term Care, and Disability.
- AR Insurance License #788303
- CA Insurance License #0L90274
EXPERIENCE:
OneCambridge, LLC | Miami, FL
Vice President, 2010 – Present
AXA Advisors, LLC | Miami, FL
Insurance Agent, 1998 – 2010
EDUCATION:
Bachelor of Science, Accounting, 1992
Bernard Baruch College | New York, NY
Certificate in Retirement Planning, 2007
Wharton School, University of Pennsylvania | Philadelphia, PA
PERSONAL:
Conrad and his wife Arlene have been married for 25 years, have two lovely daughters, Kristen and Kaylan, and live in Miami, Florida. As avid world travelers, they have visited over 50 countries. Conrad is also an active member of his church, serving as youth activities organizer and board member on the finance committee.