A five year veteran of Krupin Partners, LLC, Sergio has a strong background in financial services and life insurance serving high net-worth clients. As Director of New Business Operations, Sergio is responsible for ensuring team members in our California, North Carolina and Virginia offices are providing streamlined service from the preliminary medical underwriting all the way to policy delivery and beyond. He is instrumental in making sure every policy issued is designed and tailored to our clients’ insurance need, including Key Person, Charitable Giving, Retirement and Estate Planning. As a result of Sergio’s rooted relationships with key underwriters from the numerous carriers we work with, he continues to successfully secure life insurance coverage for the benefit of our clients, their families and businesses at the best underwriting class possible.
Sergio earned his B.S. degree in Finance & Marketing from San Diego State University (Go Aztecs!) and an MBA from Loyola Marymount University. An avid world traveler, Sergio is passionate about experiencing new cultures, attending live music shows and living by the beach with his girlfriend.