Ben Torrez Email & Phone Number
Market Point Medicare Specialist, Colorado, New Mexico, Northern Texas Markets @ Humana
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Ben Torrez Location
- Denver, CO, US
Ben Torrez Work
- 2020 -now Market Point Medicare Specialist, Colorado, New Mexico, Northern Texas Markets @
- 2018 -now President @ Clear Path Inc.
- 2016 -2018 Financial Advisor, CIMA(R) @
- 2014 -2016 Vice President and Financial Advisor @ U.S.Bancorp Investments, Inc
- 2003 -2014 Wealth Management Advisor - Portfolio Manager Merrill Lynch @
Ben Torrez Education
- University of Pennsylvania - The Wharton School
CIMA (Investments and Securities)
2005-2006 - University of Colorado Denver
Master of Business Administration - MBA (Business Administration and Management, General)
2002-2004 - University of Colorado Boulder - Leeds School of Business
Masters (Business)
2002-2004 - University of Northern Colorado
Bachelor's degree (Business Administration (Finance & Management))
Ben Torrez Skills
- Wealth Management
- Retirement Planning
- Retirement
- Strategic Financial Planning
- Banking
- Investments
- Retail Banking
- Investment Advisory
- Financial Modeling
- Mutual Funds
- Series 7
- Portfolio Management
- 401k
- Asset Management
- Finance
- Financial Advisory
- Financial Planning
- Team Building
- 401k Retirement Savings Plans
- Financial Analysis
- Strategy
- Management
- 401 Retirement Savings Plans
Ben Torrez Summary
- Ben Torrez, based in Denver, CO, US, is currently a Market Point Medicare Specialist, Colorado, New Mexico, Northern Texas Markets at Humana. Ben Torrez brings experience from previous roles at Clear Path Inc., Bank of the West, U.S.Bancorp Investments, Inc and Merrill Lynch. Ben Torrez holds a 2005 - 2006 CIMA in Investments and Securities @ University of Pennsylvania - The Wharton School. With a robust skill set that includes Wealth Management, Retirement Planning, Retirement, Strategic Financial Planning, Banking and more. Ben Torrez has 6 emails and 1 mobile phone numbers on RocketReach.
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