Lisette Clark

New Business Manager

With over 25 years of experience in the financial services industry, Lisette is a seasoned professional who launched her career at Paine Webber after attending Rutgers University. Her journey saw her progress through the ranks in various managerial and operational roles, ultimately leading to a specialization in life insurance underwriting and case management.

Currently, Lisette serves as our New Business Manager, responsible for overseeing operations with a keen emphasis on fostering collaboration with our experienced team, all while working in close partnership with MassMutual to ensure our producers and their clients a high-quality engagement.

Residing in Freehold, New Jersey, Lisette enjoys spending time with her husband, Mike, and their three children, Michael, Joseph, and Kate. After coaching competitive cheer for many years, she now enjoys cheering on Kate from the stands and traveling to various competitions throughout the year. The Clark family is passionate about adopting shelter pets and currently shares their home with three dogs and four cats.

Lisette is bilingual (Spanish) as well as life & health licensed in the state of NY.

Scott Greenfield, CLF

Managing Partner

Peter Kane

Chief Supervisory Officer

Lisette Clark

New Business Manager

Elizabeth (Liz) D’Aleo

SVP, Business Development

Kay-Dean Dawson-Smith

Assistant Controller

James Farka

SVP, Advanced Life Sales

Elizabeth Frunzi

SVP, Director of Marketing

Zinora Koven

Brokerage Director

Shirley Morel

VP, Advisor & Broker Services

Dennis Mullen, ChFC, CLTC

Managing Director, Brokerage

Kristen Olsziewski 

VP, Head of Regulatory Operations

Michael Patch

Brokerage Director

Steven Randall

Managing Director, Sales

Jocie Rojas

VP, Corporate Services

Kyle Uricchio

VP, Head of Investment Oversight