Ed Botelho Email & Phone Number
Founder and Planner @ WealthMax Financial Group
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Ed Botelho Location
- Bristol, RI, US
Ed Botelho Work
- 2022 -now Founder and Planner @
- 2022 -2023 Financial Planner @
- 2021 -2022 Financial Planner and Wealth Manager @
- 2018 -2021 Financial Planner @
- 2016 -2018 Financial Services Professional @ NYLIFE Securities LLC
- 2015 -2018 Licensed Agent @
Ed Botelho Education
- Johnson & Wales University 2011-2015
Ed Botelho Skills
- Social Networking
- Marketing Strategy
- Team Leadership
- Leadership
- Teaching
- Event Management
- Event Planning
- Social Media
- Customer Service
- Executive Coaching
- Coaching
- Entertainment Management
- Sports Management
- Sports Coaching
- Microsoft Office
- Sales
- Team Building
- Public Speaking
- Management
- Sales Management
- Marketing
- Time Management
- PowerPoint
- Microsoft Word
- Training
- Teamwork
- Customer Satisfaction
- Leadership Development
- Public Relations
- Social Media Marketing
- Account Management
- Advertising
- Sports
- Retail
- Communication
- Cold Calling
- Life Coaching
- Critical Thinking
- Budgets
- Sales Operations
- Concerts
- Project Management
- Financial Planning
- Financial Goals
- Wealth Management Services
- Retirement Planning
- Annuity Sales
- Life Insurance
- Fixed Annuities
- Succession Planning
- Investments
- Estate Planning
- Business Planning
- 401k Rollovers
- Wealth Accumulation
- Risk Management
- Variable Annuities
- Employee Benefits Design
- Financial Services
Ed Botelho Summary
- Ed Botelho, based in Bristol, RI, US, is currently a Founder and Planner at WealthMax Financial Group. Ed Botelho brings experience from previous roles at Advisors Excel, Securian Financial, Baystate Financial and NYLIFE Securities LLC. Ed Botelho holds a 2011 - 2015 Johnson & Wales University. With a robust skill set that includes Social Networking, Marketing Strategy, Team Leadership, Leadership, Teaching and more. Ed Botelho has 3 emails and 3 mobile phone numbers on RocketReach.
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