Adam Mentzer Email & Phone Number
Financial Advisor @ Palm Wealth Partners
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Adam Mentzer Location
- Boca Raton, FL, US
Adam Mentzer Work
- 2023 -now Financial Advisor @
- 2020 -2023 Financial Professional @
- 2016 -2020 Financial Professional @
- 2016 -2017 Account Executive @
- 2014 -2016 Business Consultant @
- 2014 -2014 Regional Account Executive @ Fleetmatics
- 2011 -2014 District Manager @ The Lube Stop, Inc.
- 2003 -2011 Manager @ The Lube Stop, Inc.
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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