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Boulevard Insurance Strategies Team
Matt began his career at Morgan Stanley before moving to Smith Barney Citigroup where he was one of the original members of the Citi Family Office. After 12 years there he moved to the Merrill Lynch Private Bank and Investment Group. Matt made the decision to take our business independent in order to truly offer best-in-class opportunities and service to our clients.
Matt is very active in the local community, serving as chairman of the board for A Better LA, and working hard with other organizations to bring equality to the inner city of Los Angeles. When out of the office, he enjoys traveling and spending quality time with his wife and their two sons.
Matt graduated with honors from Niagara University’s business program.
Licenses include: Series 7, 63, 65, Life and Health
Miles started his career at Macquarie Bank before moving to Citi where he sat in both the Private Banking and Institutional businesses. At the Citi Private Bank he collaborated with some of the world's wealthiest and successful people to help manage their wealth and financial affairs, and in the Institutional business worked with investors including Hedge Funds, Sovereign Wealth Funds and Government Bodies. During this time Miles also took on roles spearheading marketing and communications.
Having honed his skills at some of the world's largest banks and still left wanting a more comprehensive solution for clients, Miles is excited to be an integral part of the team at Boulevard Insurance Strategies, where a truly holistic approach to client affairs is practiced. Out of the office he enjoys an active life and can be found at the gym and yoga studio.
Prior to BIS, Mark worked internally within insurance carriers including Metlife and Mass Mutual, and externally with advanced national advisor groups such as Merrill Lynch. His ability to engage and drive client centric solutions through the financial advisor with a focus on education, exceptional client service and transparency has led to a successful career drawing on experience at both the carrier and financial advisory worlds, making him a perfect addition to the BIS elite planning team model.
Mark is based in Florida with his wife, Linda and their four children, Justin, Halle, Julian and Helena.
Licenses include: Series 6, 63, Life and Health
Shannon has an extensive operations track record serving high and ultra-high net worth individuals and families for more than 20 years. She previously worked with Matt Celenza and his team at Merrill Lynch, which she joined in 2009.
Series 7, 63, 66, 4, 9 & 10 Licensed & IACCP® Designee.
He began his career working with insurance professionals at Executive Life and advanced his expertise as an analyst previously working for Pacific Life, Penn Mutual, All American Life and The Independent Order of Foresters. His experience also includes tenure with several national brokerages, IMO's and top of the line producers.
Greg pursued his undergraduate studies at both Mt. San Antonio College and Northern Kentucky University. He currently resides on the central coast of California with his wife Susan and their cat, Jazmin. Greg is an aviation enthusiast who also enjoys cycling, hiking, and the beautiful vistas of the Central Coast.
Licenses include: California Life and Health
Amanda graduated from Bay Path University with a Bachelor's in Business Administration and MBA in Entrepreneurial Thinking and Innovative Practices. She currently lives in Connecticut with her husband and two children.
Catrina began her career at CIBC Oppenheimer Planning Group, as the national insurance product specialist. Through her rapidly growing expertise and insurance industry acumen, she transitioned to Business Development Director at American International Group where she established a business process for private placement sales and multi-million premiums in PPLI.
Prior to transitioning to Boulevard, Catrina was the founding executive and VP of Investors Preferred Life Insurance Co. where she developed strategic business and marketing initiatives that later became influential in her transition to Director of PPLI and Wealth Advisor for MAS Advisors, LLC.
On her spare time, Catrina enjoys listening to live music, traveling and attempts at golf. She currently resides in Houston, Texas with her husband and two children.
Licenses: Series 65 and Life
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