Adam Mentzer Email & Phone Number
Financial Advisor @ Palm Wealth Partners
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Adam Mentzer Location
- Boca Raton, FL, US
Adam Mentzer Work
- Financial Advisor @ (February 2023 - Present)
- Financial Professional @ (June 2020 - February 2023)
- Financial Professional @ (September 2016 - June 2020)
- Account Executive @ (March 2016 - March 2017)
- Business Consultant @ (September 2014 - March 2016)
- Regional Account Executive @ Fleetmatics (April 2014 - July 2014)
- District Manager @ The Lube Stop, Inc. (May 2011 - March 2014)
- Manager @ The Lube Stop, Inc. (June 2003 - April 2011)
Adam Mentzer Education
- Cleveland State University
(Business Administration and Management, General)
2001-2003 - Olmsted Falls High School
Diploma
1998-2000
Adam Mentzer Skills
- Direct Sales
- Leadership
- Solution Selling
- Sales Operations
- Sales Process
- Microsoft Excel
- New Business Development
- Training
- Salesforce.com
- B2B
- Strategic Planning
- Account Management
- Sales Management
- Sales
- Cold Calling
- Selling
- Insurance Planning
- Investment Strategies
- Ira Rollover Strategies
- Retirement Planning
- 401k Rollover Strategies
- Tax Deferred Investment Planning
Adam Mentzer Summary
- Adam Mentzer, based in Boca Raton, FL, US, is currently a Financial Advisor at Palm Wealth Partners. Adam Mentzer brings experience from previous roles at Equitable Advisors, AXA Advisors, LLC, Worldpay and First Data Corporation. Adam Mentzer holds a 2001 - 2003 Cleveland State University. With a robust skill set that includes Direct Sales, Leadership, Solution Selling, Sales Operations, Sales Process and more. Adam Mentzer has 2 emails and 3 mobile phone numbers on RocketReach.
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