Caroline Brooks Email & Phone Number
SVP, Advanced Sales @ Crump Life Insurance Services
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Caroline Brooks Location
- Boston, MA, US
Caroline Brooks Work
- 2025 -now SVP, Advanced Sales @
- 2020 -2025 AVP and Counsel, Head of Advanced Markets @
- 2020 -2020 Senior Associate Counsel, Special Markets @
- 2015 -2020 Associate Counsel @
- 2013 -2015 AVP, Wealth Strategies @
- 2012 -2013 Financial Planner @ Lake Street Advisors, LLC
- 2011 -2011 Law Clerk, General Counsel's Office @
Caroline Brooks Education
- The American College of Financial Services
Chartered Life Underwriter (CLU)
2020-2021 - Western New England University School of Law
JD (Tax, Estate Planning)
2009-2012 - Western New England University
Master of Business Administration (MBA)
2009-2012 - University at Albany
B.A. (Criminal Justice and Political Science)
2006-2009 - Scotia-Glenville Senior High School 2006
Caroline Brooks Skills
- Public Speaking
- Communication
- Leadership
- Estate Planning
- Life Insurance
- Trusts
- Financial Planners
- Investment Strategies
- Asset Allocation
- Tax Law
- Strategic Financial Planning
- Legal Writing
- Legal Research
- Insurance
- Irrevocable Life Insurance Trusts
- Charitable Gift Planning
- Charitable Trusts
- Estate Tax Planning
- Returns
- Auditing
- Writing
- Cco
- Letters
- Regulations
- Litigation
- Allowances
- Boston
- SEC
- Grats
- Income Tax
- Accounting
- Obtain
- Hurricane
- Literacy
- Execution
- Tax Planning
- Expenses
- Arrangements
- Trust
- IRS
- Year End
- Women'S
- Tax
- Stock Option
- CLO
- Political Science
- Grants
- Managerial Finance
- Investments
- Juris
- England
- Relief
- Guidelines
- Finance
- Structure
- Reports
- Guatemala
- Compliance
- Summaries
- Public Health
- Corporate Tax
- Business Administration
- Charitable Giving
- Failure
- Lake Homes
- Legal
- Scholarships
- Psychotherapy
- Criminal Justice
- Contractual Agreements
- Saratoga
- American
- Bar
- New Orleans
- Connecticut
- Research
- Foundations
- Funding
- Tax Returns
- Pearl
- Income
- Partnerships
- Securities
- Coordinate
- Springs
- Liberty
- Internal Audit
Caroline Brooks Summary
- Caroline Brooks, based in Boston, MA, US, is currently a SVP, Advanced Sales at Crump Life Insurance Services. Caroline Brooks brings experience from previous roles at John Hancock and Bank of America. Caroline Brooks holds a 2020 - 2021 Chartered Life Underwriter (CLU) @ The American College of Financial Services. With a robust skill set that includes Public Speaking, Communication, Leadership, Estate Planning, Life Insurance and more. Caroline Brooks has 2 emails and 2 mobile phone numbers on RocketReach.
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Top Crump Life Insurance Services Employees
Brian Propst
Vice President, Sales
Charlotte, NC, US
David Peters
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Lynchburg, VA, US
Michael Malinowski
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Terry Dick
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Fredericksburg, VA, US
Ralph Dittrich
VP, Life Product Management
Philadelphia, PA, US
Jane Demuth
Vice President Marketing
Harrisburg, PA, US
Chris Cook
Senior Vice President - Head of Underwriting
Farmington, CT, US
John Schuyler
Senior Vice President, National Accounts Sales
Harrisburg, PA, US
Dorothy Bonett
Senior Vice President Sales
Charlotte, NC, US
Liz Thorne
Senior Vice President Operations
Harrisburg, PA, US
Bob Dimeo
Managing Director
Sarasota, FL, US
Travis Phillips
VP, Digital Solutions
Denver, CO, US
Brendan Connerton
Vice President of Sales, Annuity Solution Center
Salt Lake City, UT, US
Todd Buchanan
President and CEO, Crump Life Insurance Services
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Ken Diltz
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Harrisburg, PA, US
Rob Stern
Chief Administrative Officer
Philadelphia, PA, US
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