Resumes
Resumes
Senior Financial Services Executive
View pageLocation:
200 West St, Waltham, MA 02451
Industry:
Financial Services
Work:
Orentlich Financial Services since Oct 1991
Sr. Financial Services Executive
Sr. Financial Services Executive
Education:
The American College 2001 - 2009
Designations, Chartered Life Underwriter, Chartered Financial Consultant, Chartered Advisor for Senior Living Boston University 2001
Certificate in Financial Planning, Financial Planning University of Massachusetts, Amherst 1985 - 1989
Bachelors of Business Administration, Finance
Designations, Chartered Life Underwriter, Chartered Financial Consultant, Chartered Advisor for Senior Living Boston University 2001
Certificate in Financial Planning, Financial Planning University of Massachusetts, Amherst 1985 - 1989
Bachelors of Business Administration, Finance
Skills:
Retirement Planning
Financial Planning
Wealth Management
Financial Services
Finance
Insurance
Securities
Life Insurance
Disability Insurance
Investments
Financial Planning
Wealth Management
Financial Services
Finance
Insurance
Securities
Life Insurance
Disability Insurance
Investments
Interests:
Cooking
Sports
Long Term Care
Disability Insurance
Life Insurance
Sports
Long Term Care
Disability Insurance
Life Insurance