Bob Katz's Location
Ashburn, VA, US
Bob Katz's Work
- Independent Career Agent @ United Health Care LLC.
- Key Accounts @ Prudential Financial
- Vice President, Relationship Management, Tax Exempt Market @ Prudential Financial
- Relationship Manager, Taft Hartley and National Accounts @ Cigna Healthcare
- Senior Consultant, Management Services Division; Senior Auditor, Financial Audit Division @ The Travelers Companies
- Internal Auditor and Cost Accountant @ Colt Industries, Firearms Division
Bob Katz's Education
- University of Connecticut
BS (Accounting)
- University of Hartford
Graduate Certificate (Finance)
- University of Hartford
MBA
Bob Katz's Skills
- Pensions
- Retirement
- Management
- Financial Analysis
- Retirement Planning
- Series 63
- Microsoft Excel
- Defined Benefit
- Mutual Funds
- Series 6
Bob Katz's Summary
Bob Katz, based in Ashburn, VA, US, is currently a Independent Career Agent at UnitedHealthcare, bringing experience from previous roles at Prudential Financial, Cigna and The Travelers Companies. Bob Katz holds a BS in Accounting @ University of Connecticut. With a robust skill set that includes Pensions, Retirement, Management, Financial Analysis, Retirement Planning and more, Bob Katz contributes valuable insights to the industry. Bob Katz has 4 emails on RocketReach.
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