Dennis Huergo's Location
New York, NY, US
Dennis Huergo's Work
- Director @ Altfest Personal Wealth Management
- Director @ Facet
- Team Lead @ Facet
- Senior Client Success Manager @ Facet
- Client Success Manager @ Facet
- Strategy and Planning - Quarterly Strategies @ New York Life
- Life Product Consultant - Advanced Planning Support @ New York Life
- Agent and Registered Rep @ New York Life
- Psychological Operations @ US Army
- IRR and Reinforcements @ US Army
Dennis Huergo's Education
- College for Financial Planning
(Management)
2020 - 2020 - William Paterson University of New Jersey2014
- William Paterson University of New Jersey
Bachelor of Science
2009
- Aspen University
Bachelors (Business Administration, Management, Business Administration and Management)
Dennis Huergo's Skills
- Estate Planning
- Wealth Preservation Planning
- Family Security
- Team Leadership
- Multi Generational Planning
- Strategic Planning
- Life Insurance Strategies
- Lifetime Income Strategies
- Microsoft Office
- Microsoft Excel
Dennis Huergo's Summary
Dennis Huergo, based in New York, NY, US, is currently a Director at Altfest Personal Wealth Management, bringing experience from previous roles at Facet Wealth. Dennis Huergo holds a 2020 - 2020 College for Financial Planning. With a robust skill set that includes Estate Planning, Wealth Preservation Planning, Family Security, Team Leadership, Multi Generational Planning and more, Dennis Huergo contributes valuable insights to the industry. Dennis Huergo has 3 emails and 1 mobile phone number on RocketReach.
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