Alan Babbitt Email & Phone Number
CEO and Founder
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Alan Babbitt Location
- New York, NY, US
Alan Babbitt Work
- CEO and Founder @ Intelligent Systems Advisory (September 2026 - Present)
- CEO and Founder @ Babbitt Capital (September 2026 - Present)
- Executive Partner @ (March 2022 - August 2026)
- Senior Partner @ (September 2019 - March 2022)
- Partner @ (August 2016 - September 2019)
- Manager, Financial Services at The Prudential Insurance Company of America @ (April 2015 - August 2016)
- Financial Planner at Pruco Securities LLC @ (January 2012 - August 2016)
- Managing Director @ Roth Consulting LLC (January 2011 - January 2012)
- Manager, Life Sciences Global Sales Programs @ (October 2007 - January 2011)
- Strategic Account Manager @ (October 2003 - June 2007)
- Application Sales Manager @ (June 2000 - October 2003)
- Merrill Lynch Global Account Manager @ (June 1996 - June 2000)
- Senior Major Account Executive @ (June 1995 - June 1996)
- JP Morgan Corporate Account Manager @ (June 1990 - June 1995)
Alan Babbitt Education
- The American College of Financial Services
Retirement Income Certified Professional®
2015-2016 - Kean University
(Management)
- Northeastern University
(Business Administration)
Alan Babbitt Skills
- Series 7
- Series 24
- Series 65
- Series 63
- Estate Planning
- Business Planning
- Leadership
- Series 26
- Life & Health Insurance Licenses
- Series 6
- Finance
- Management
- Financial Planning
- Financial Services
- Recruiting
- Analysis
- Retirement Planning
- Project Management
- Business Strategy
- Strategy
- Life And Health Insurance Licenses
- Financial Analysis
Alan Babbitt Summary
- Alan Babbitt, based in New York, NY, US, is currently a CEO and Founder at Intelligent Systems Advisory. Alan Babbitt brings experience from previous roles at Babbitt Capital and New York Life Insurance Company. Alan Babbitt holds a 2015 - 2016 Retirement Income Certified Professional® @ The American College of Financial Services. With a robust skill set that includes Series 7, Series 24, Series 65, Series 63, Estate Planning and more. Alan Babbitt has 1 emails and 2 mobile phone numbers on RocketReach.
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