Eduardo Gimenez Email & Phone Number
Vice President @ Raffa, PC
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Eduardo Gimenez Location
- Hobe Sound, FL, US
Eduardo Gimenez Work
- 2025 -now Financial Advisor @
- 2015 -now Vice President @
- 2013 -now Vice President Retirement Plan Services @
- 2022 -2025 Vice President @ Retirement Services, HUB Retirement and Wealth Management
- 2005 -2013 Registered Advisor @ Design Benefits, Inc.
- 1999 -2005 Employee Benefit Specialist @ Strategic Employee Benefit Services-Northwestern Mutual
- 1994 -1999 Registered Representative @ Financial Security/Genworth Financial
Eduardo Gimenez Education
- University of Pittsburgh Joseph M. Katz Graduate School of Business
AIF®-Accredited Investment Fiduciary (Global Fiduciary Precepts/Fiduciary Due Diligence)
- 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)
- 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
- 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 AIF®-Accredited Investment Fiduciary in Global Fiduciary Precepts/Fiduciary Due Diligence @ University of Pittsburgh Joseph M. Katz Graduate School of Business. With a robust skill set that includes Business Development, Sales Management, Marketing Strategies, Small Business Management, Retirement Plans and more. Eduardo Gimenez has 4 emails and 5 mobile phone numbers on RocketReach.
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