Insurance Based Financial Advisor at Mutual of Omaha
Location:
Greater Boston Area
Industry:
Financial Services
Work:
Mutual of Omaha - Quincy, MA since May 2013
Insurance Based Financial Advisor
Edward Jones - Salem NH Apr 2012 - 2013
Financial Advisor
Quest - Danvers, MA 2011 - Dec 2012
Consultant
Furniture Discounters Group, Inc./ Factory Furniture Outlet - Lawrence, MA 1991 - 2011
Principal
Canon USA - Boston, MA 1990 - 1991
Territory Sales Representative
Education:
University of Massachusetts at Lowell 1981 - 1985
BS, Business Management
Skills:
General Securities Representative (Series 7) Life Insurance Producers License (NH & MA) Investments Retirement Planning Mutual Funds Insurance IRAs Asset Allocation Retirement Series 7 Investment Advisory Fixed Annuities 401k Rollovers Saving for Education Life Insurance Budgets Marketing Management Banking Investment Strategies Disability Insurance FINRA 401k Wealth Management Training