Adrian Palacios Email & Phone Number
Vice President Employee Benefits @ Insurance Office of America
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Adrian Palacios Location
- California, United States
Adrian Palacios Work
- Vice President Employee Benefits @ (September 2017 - Present)
- Vice President, Employee Benefits @ (January 2015 - January 2017)
- Field Sales @ (January 2015 - January 2016)
- Agency Relationship Manager @ (January 2014 - January 2015)
- WVB Sales and Enrollment @ (January 2012 - January 2014)
- Wealth Advisor @ (January 2010 - January 2011)
- Sales @ (July 2009 - January 2010)
Adrian Palacios Education
- UC Santa Barbara
Business Economics w/ Accounting
2004-2008
Adrian Palacios Skills
- Insurance
- Series 7
- Securities
- Asset Management
- Investments
- Financial Planning
- Retirement Planning
- Excel
- Equities
- Series 66
- Wealth Management
- 401k
- Mutual Funds
- Funding
- Microsoft Excel
- Employee Benefits
- Fixed Annuities
- Sales
- Strategic Financial Planning
- Management
- Health Insurance
- Customer Service
- Account Management
- Disability Insurance
- Life Insurance
- Term Life Insurance
- Underwriting
- Brokers
- Leadership
- Marketing
- Strategic Financial
- Business Development
- Project Management
Adrian Palacios Summary
- Adrian Palacios, based in California, United States, is currently a Vice President Employee Benefits at Insurance Office of America. Adrian Palacios brings experience from previous roles at Filice Insurance Agency, Word & Brown General Agency and Humana. Adrian Palacios holds a 2004 - 2008 Business Economics w/ Accounting @ UC Santa Barbara. With a robust skill set that includes Insurance, Series 7, Securities, Asset Management, Investments and more. Adrian Palacios has 2 emails and 1 mobile phone numbers on RocketReach.
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