Alan Bolotin Email & Phone Number
Senior Wealth Advisor @ Prosperity - An EisnerAmper Company (Formerly Prosperity Consulting Group & Lurie Wealth Advisors)
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Alan Bolotin Location
- Delray Beach, FL, US
Alan Bolotin Work
- 2025 -now Senior Wealth Advisor @
- 2001 -2025 Senior Financial Services Representative @
Alan Bolotin Education
- University of Massachusetts Amherst
Alan Bolotin Skills
- 401k
- Investments
- Securities
- Strategic Financial Planning
- Insurance
- Executive Benefit Strategies
- Retirement
- Management
- Microsoft Office
- Financial Reporting
- PowerPoint
- Finance
- Process Improvement
- Strategic Planning
- Project Planning
Alan Bolotin Summary
- Alan Bolotin, based in Delray Beach, FL, US, is currently a Senior Wealth Advisor at Prosperity - An EisnerAmper Company. Alan Bolotin brings experience from previous roles at Baystate Financial. Alan Bolotin holds a University of Massachusetts Amherst. With a robust skill set that includes 401k, Investments, Securities, Strategic Financial Planning, Insurance and more. Alan Bolotin has 1 emails on RocketReach.
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