Eduardo Gimenez Email & Phone Number
Vice President @ Raffa, PC
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Eduardo Gimenez Location
- Hobe Sound, FL, US
Eduardo Gimenez Work
- Financial Advisor @ (January 2025 - Present)
- Vice President @ (January 2015 - Present)
- Vice President Retirement Plan Services @ (January 2013 - Present)
- Vice President @ Retirement Services, HUB Retirement and Wealth Management (January 2022 - January 2025)
- Registered Advisor @ Design Benefits, Inc. (January 2005 - June 2013)
- Employee Benefit Specialist @ Strategic Employee Benefit Services-Northwestern Mutual (January 1999 - January 2005)
Eduardo Gimenez Education
- Hamilton College
Undergraduate (Biology/Chemistry)
- American College
Insurance and investments
- Certified Financial Planner Board of Standards
CFP®-CERTIFIED FINANCIAL PLANNER™ (Comprehensive Financial Planning Services)
- International Foundation of Employee Benefit Plans Wharton School of the University of Pennsylvania
RPA (Employee Benefits with concentration on Retirement Plans)
- University of Pittsburgh Joseph M. Katz Graduate School of Business
AIF®-Accredited Investment Fiduciary (Global Fiduciary Precepts/Fiduciary Due Diligence)
- Clifton Springs HS
Eduardo Gimenez Skills
- Business Development
- Sales Management
- Marketing Strategies
- Small Business Management
- Retirement Plans
- Insurance and Benefit Plans
- Presentations
- Risk and Investment Management
- Disability Insurance
- Healthcare Benefit Plans
- Employee Benefit Consulting
- Client Relationship Development
- Risk Analysis
- Deferred Compensation Plans
- Voluntary Group Life
- COBRA
- FMLA
- Cafeteria Plans
- Employee Benefits
- Marketing Strategy
- Employee Benefits Design
- 401k
- Retirement Planning
- Management
- Retirement
- Life Insurance
- Investments
- Deferred Compensation
- Certified Financial Planner
- Client Relationship
- Employee Benefit
- Leadership
- Microsoft Excel
- Marketing
- See 13+see Less
- Microsoft Office
- Risk and Investment
- Customer Service
- Insurance and Benefit
- Small Business
Eduardo Gimenez Summary
- Eduardo Gimenez, based in Hobe Sound, FL, US, is currently a Vice President at Raffa Retirement Services. Eduardo Gimenez brings experience from previous roles at HUB International, Raffa Retirement Services, Retirement Services, HUB Retirement and Wealth Management and Design Benefits, Inc.. Eduardo Gimenez holds a Undergraduate in Biology/Chemistry @ Hamilton College. With a robust skill set that includes Business Development, Sales Management, Marketing Strategies, Small Business Management, Retirement Plans and more. Eduardo Gimenez has 5 emails and 5 mobile phone numbers on RocketReach.
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