Prudential Financial
Assistant Director, Sales Execution
Prudential Financial Aug 2014 - Jul 2018
Defined Benefit Relationship Manager
Colchester Board of Education Aug 2014 - Jul 2018
Board Member
Mutual of America Feb 2011 - Aug 2014
Group Retirement Plan Consultant
Webster Investments May 2006 - Feb 2011
Financial Consultant
Education:
Central Connecticut State University 2002 - 2006
Bachelors, Bachelor of Science, Finance
Skills:
Retirement Planning Retirement Securities Investments Finance Mutual Funds Employee Benefits Financial Services Series 7 Series 63 Relationship Management Pensions 403 B 401 K Financial Education Public Speaking 401K Insurance
Certifications:
Cebs - Certified Employee Benefit Specialist Crps® - Chartered Retirement Plans Specialist Cms - Compensation Management Specialist Rpa - Retirement Plans Associate Finra Series 7, 63 Ct & Ma Life and Health Insurance License International Foundation of Employee Benefit Plans College For Financial Planning Financial Industry Regulatory Authority