Diane Halverson Email & Phone Number
Director, Education | Retirement Services @ Marsh McLennan Agency - Northeast
Diane Halverson's Location
Boston, Massachusetts, United States
Diane Halverson's Work
- Director, Education | Retirement Services @ Marsh McLennan Agency - Northeast
- Senior Education Consultant @ Marsh & McLennan Agency
- Director, Education and Employee Counselling @ Kanon Bloch Carré
- Relationship Manager @ New York Life Investment Management
- Director, Business Development and Director, Client Services @ PFE Group/Watson Wyatt Worldwide
- Portfolio Analyst @ Smith Barney
Diane Halverson's Education
- Boston University
Certificate (Financial Planning)
2008 - 2008 - Texas Woman's University
B.S. (Journalism)
Diane Halverson's Skills
- Series 65
- Investment Advisor Representative
- Mutual Funds
- Wealth Management
- Investments
- Alternative Investments
- Retirement Planning
- Estate Planning
- Asset Management
- Strategic Financial Planning
Diane Halverson's Summary
Diane Halverson, based in Boston, Massachusetts, United States, is currently a Director, Education | Retirement Services at Marsh & McLennan Agency - NE, bringing experience from previous roles at Marsh & McLennan Agency, Kanon Bloch Carré, New York Life Investment Management and PFE Group/Watson Wyatt Worldwide. Diane Halverson holds a 2008 - 2008 Certificate in Financial Planning @ Boston University. With a robust skill set that includes Series 65, Investment Advisor Representative, Mutual Funds, Wealth Management, Investments and more, Diane Halverson contributes valuable insights to the industry. Diane Halverson has 2 emails on RocketReach.
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