Alan Babbitt Email & Phone Number
CEO and Founder
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Alan Babbitt Location
- New York, NY, US
Alan Babbitt Work
- 2026 -now CEO and Founder @ Intelligent Systems Advisory
- 2026 -now CEO and Founder @ Babbitt Capital
- 2022 -2026 Executive Partner @
- 2019 -2022 Senior Partner @
- 2016 -2019 Partner @
- 2015 -2016 Manager, Financial Services at The Prudential Insurance Company of America @
- 2012 -2016 Financial Planner at Pruco Securities LLC @
- 2011 -2012 Managing Director @ Roth Consulting LLC
- 2007 -2011 Manager, Life Sciences Global Sales Programs @
- 2003 -2007 Strategic Account Manager @
- 2000 -2003 Application Sales Manager @
- 1996 -2000 Merrill Lynch Global Account Manager @
- 1995 -1996 Senior Major Account Executive @
- 1990 -1995 JP Morgan Corporate Account Manager @
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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