Top Licensed Agents in Greater Boston Area
Lacey James
Senior Administrative Assistant - Institutional Sales
Greater Boston Area
Senior Administrative Assistant - Institutional Sales
Executive Assistant
Licensed Agent
Financial Services Representative
New Business Development, B2B Sales Consultant
Sales & Business Development Support - Administrative Assistant
Premier Account Manager
Small Business Owner
Rockstar Intern
Cosmetic Counter Manager
State University of New York at Buffalo
Recommendations: 5
Customer Service
Sales
Public Speaking
Networking
Consulting
Time Management
Small Business
Asset Protection
l****[email protected]
Toby Grooms
Executive Liaison
Greater Boston Area
Executive Liaison
Sales
Licensed Agent
Chairman Board of Trustees
Practice Manager
Practice Administrator
Practice Manager
Lee Institute
Suffolk University - Sawyer Business School
Suffolk University
Bridgewater State University
Mario Umana High
Recommendations: 3
Managed Care
Change Management
Service Quality
Healthcare
Healthcare Management
Hospitals
Healthcare Information Technology
EHR
t****[email protected]
Andrew Aspetti
Territory Manager, AlertSite UXM
Greater Boston Area
Territory Manager, AlertSite UXM
Senior Business Development Manager
Business Developement Specialist
Real Estate Agent
Listings Manager
Licensed Agent
Sales Associate
State University of New York at Albany
Recommendations: 0
eCommerce Solutions
Online Marketing
Online Lead Generation
Lead Generation
Customer Relations
Negotiation
Real Estate
Sellers
s****[email protected]
Eric Disbrow
Adjunct Professor*
Greater Boston Area
Adjunct Professor*
Counselor
Insurance Adviser and Registered Representative
Financial Services Professional
Licensed Agent
Assistant Vice President / Financial Reporting Manager
Assistant Director / Financial Reporting Unit Manager / Officer
Assistant Controller/Financial Analyst
AVP, Area Sales Manager
Mortgage Consultant
Home Mortgage Consultant
Fund Administration Manager
Client Administrator
Sr. Mutual Fund Accountant
Intern
Suffolk University - Sawyer School of Management
Bridgewater State College
Brockton High School
Recommendations: 0
Investments
401k Rollovers
Annuity Sales
Asset Protection
Estate Planning
Insurance
Gifting Strategies
Key Person Protection
e****[email protected]
Keith Antifonario
Licensed Agent
Greater Boston Area
Licensed Agent
Licensed Agent
Account Executive
Sales Executive & Engineer
Bridgewater State College
Dracut High School
Recommendations: 0
Insurance
Life Insurance
Sales
Retirement
Investments
Finance
Solution Selling
Direct Sales
k****[email protected]
k****[email protected]
Sander Ulysse
Service Center Representative
Greater Boston Area
Service Center Representative
Call Center Representative
Inside Commercial Account Manager
Licensed Producer
Licensed Agent
Retail Wireless Consultant
Life Skill Trainer
Mail Clerk
Southern Illinois University, Carbondale
American InterContinental University
American InterContinental University
Recommendations: 0
Microsoft Office
PowerPoint
Data Entry
Customer Satisfaction
Event Planning
Facebook
Microsoft Word
OS X
s****[email protected]
s****[email protected]
Edward F. Cahill, JD*, CFP®, CLU®, ChFC®
Financial Adviser
Greater Boston Area
Financial Adviser
Licensed Agent
Registered Representative
Suffolk University Law School
Merrimack College
Recommendations: 0
Estate Planning
Multi-Generational Planning
Protection Planning/Family Security
Wealth Preservation Planning
Insurance
401(k) Rollovers
Multi-Generational Wealth Transfer
e****[email protected]
Jackson Rotondo
Financial Services Professional
Greater Boston Area
Financial Services Professional
Licensed Agent
Business Development Associate
Cryptocurrency Investment Analyst | Business Development Intern
Head Dive Coach
Boston College
iXperience
Fairfield College Preparatory School
Recommendations: 0
j****[email protected]
Michael Albee
Licensed Agent
Greater Boston Area
Licensed Agent
Lot Manager
Tri County Regional Vocational Technical High School
Medway
Recommendations: 0
c****[email protected]
Mike Polito
Founder
Greater Boston Area
Founder
Licensed Agent
Financial Services Professional
Derivatives Accountant
Senior Fund Accountant
Fund Accountant
Bentley University
Dedham High School
Recommendations: 0
Life Insurance
Insurance
Alternative Investments
Financial Analysis
Accounting
IRAs
Bloomberg
Hedge Funds
m****[email protected]
m****[email protected]
Jeff Rolke
Trusted Advisor (NMLS # 1217216)
Greater Boston Area
Trusted Advisor (NMLS # 1217216)
Financial Services Professional
Licensed Agent
Sales and Leasing Consultant
Dock Hand (Seasional)
Service Tech
Intern
Salem State University
Chapel Hill-Chauncy Hall School
Recommendations: 0
Financial Goals
Small Business Planning
Networking
Sales
Small Business
Customer Service
Microsoft Office
Insurance
r****[email protected]
Anna S. Moreva
Licensed Agent
Greater Boston Area
Licensed Agent
Owner
Intellectual Property Consultant
Advisory Board Member
Director/SVP
Financial Analyst
Sr. Financial Analyst
Bentley University
Recommendations: 0
Valuation
Financial Modeling
Due Diligence
Financial Analysis
Mergers & Acquisitions
Corporate Finance
Financial Reporting
Start-ups
a****[email protected]
Scott Cohen, LUTCF
Registered Representative
Greater Boston Area
Registered Representative
Licensed Agent
VP Sales & Marketing, Owner
President & Founder
Clark University
Hull High School
Recommendations: 0
Retirement
Small Business
401(k) Rollovers
Estate Planning
Investments
Insurance
Retirement Planning
Key Person Protection
s****[email protected]
Martha Bernard Welsh
Licensed Agent
Greater Boston Area
Licensed Agent
Executive Director
Executive Director
Communications Business Partner
Senior Vice President
Executive Vice President
Senior Vice President
Director, Media
Vice President, Communications
Press Secretary
Colby College
Eastwood High School, Scotland
Recommendations: 0
Nonprofits
Strategic Communications
Start-ups
Healthcare
Thought Leadership
Life Insurance
Retirement Planning
Retirement Savings
m****[email protected]
Charles Floeckher
Financial Services Professional
Greater Boston Area
Financial Services Professional
Licensed Agent
Volunteer Assistant Lacrosse Coach
Team Member
Financial Advisor
Financial Specialist
Head Coach
Client associate
Assistant Coach
Loan Processor
Gettysburg College
Kenyon College
Boys' Latin School of Maryland
Recommendations: 0
Retirement Planning
Networking
Account Management
Life Insurance
401k Rollovers
Business Networking
Personal Finance
Leadership
c****[email protected]
Domenic Della Pace
Licensed Agent
Greater Boston Area
Licensed Agent
Assistant Manager
Volunteer
Tutor
Intern
Providence College
Recommendations: 0
Outlook
PowerPoint
Entourage
Excel
Word
Teamwork
Verbal Communication
Time Management
d****[email protected]
