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As the Brokerage Manager at Alliance Financial Group, Kathy's responsibilities include facilitating and growing life insurance production with brokers within the firm. Kathy provides high-level support to cultivate our existing book of business, expand our broker network and increase sales within our agency. This may involve visiting brokers, conducting meetings, advising on sales opportunities or initiatives and assist in the placement of cases.
Kathy has been in the financial industry for 11 years. Prior to joining Alliance Financial Group, she worked as a product manager at Jaco Electronics in Long Island, New York. Her favorite aspect of her role is cultivating relationships and providing personable support to our brokers. Her goals are to increase the results of our brokers sales as well as teach them the important role our firm has in providing the tools that can protect and provide what their clients value most in their lives.
As most Floridians, Kathy relocated here with her husband, John, and twin sons, Nicholas and Zachary from Long Island, New York to be closer to family. After making the move, Kathy and John quickly realized their New York-style local pizza was no where to be found. That's when they decided to take matters into their own hands, and Vincenzo's Pataria was born. An Italian restaurant in Fort Myers bringing Floridians their favorite dishes that taste just like home.
On Kathy's off-time, she enjoys living a healthy-lifestyle, working out, and volunteering in bible education work.
~ A Follow-up, Follow-thru, & Follow Back Process
~ Product Logistics
~ Unlimited Support
~ Timely Response
~ Illustrations Support
Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. Alliance Financial Group is not an affiliate or subsidiary of Guardian.