Personal Lines Department Manager
As a young boy my dream was to become a magician. If you really think about it, the things one learns as a magician are applicable to any field. Learning magic takes tremendous dedication, practice, discipline and performance techniques. All of these traits enhance any endeavor you undertake.
As a result, I have been able to pursue and accomplish many things. I have a BAA and MBA in Finance from UC Irvine. I have authored a book about financial management and trading, and am often hired to speak upon the subject. I am a hedge fund manager and frequently train others as to how to maintain their accounts.
I teach Finance and Financial Accounting at several universities.
Determining what the audience wants/needs is still apparently a strength of mine. My favorite responsibility at Conrey Insurance Brokers and Risk Managers is utilizing data analysis to adjust our activities and to increase the value of our product offerings.
First licensed 1983
Conrey Ins. since 2013
MEET THE REST OF THE TEAM