Jack Curtis Email & Phone Number
Regional Vice President @ 401kInABox
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Jack Curtis Location
- Boston, MA, US
Jack Curtis Work
- 2026 -now Regional Vice President @
- 2024 -2026 Regional Vice President of Sales (East) @
- 2023 -2024 Regional Sales Consultant @
- 2022 -2023 Partner @
- 2019 -2022 Sales Director @
- 2016 -2018 Regional Sales Director @
- 2012 -2015 Regional Vice President @
- 2010 -2012 Financial Advisor @
- 2006 -2010 Internal Wholesaler @
- 2003 -2004 Business Analyst @ The Lentell Group, Inc
- 2001 -2002 Retirement Team Leader @ Wachovia Securities, Inc
Jack Curtis Education
- University of Massachusetts
Bachelor of Arts (English)
2000-2006 - University of Hartford
English
1998-1999
Jack Curtis Skills
- Mutual Funds
- Securities
- Fixed Annuities
- Series 6
- ETFs
- Series 7
- 401k
- Profit Sharing
- Variable Annuities
- Insurance
- Long-term Care
- Life Insurance
- Sales
- Retirement
- Retirement Planning
- Series 63
- Investments
- Financial Services
- Portfolio Management
- Wealth Management
- Asset Allocation
- Financial Planning
- Leadership
- Retirement Plan Comparisson
- Fixed Income
- Cash Balance
- 401K Retirement Savings Plans
- Retirement Plan Consulting
- 457 Plans
- 403 b
- Customer Service
- Long Term Care
- Defined Benefit
- Management
- Retirement Solutions
- Small Business Retirement Planning
Jack Curtis Summary
- Jack Curtis, based in Boston, MA, US, is currently a Regional Vice President at 401kInABox. Jack Curtis brings experience from previous roles at Prime Pensions, Inc., New York Life Insurance Company and Mutual of Omaha. Jack Curtis holds a 2000 - 2006 Bachelor of Arts in English @ University of Massachusetts. With a robust skill set that includes Mutual Funds, Securities, Fixed Annuities, Series 6, ETFs and more. Jack Curtis has 4 emails and 2 mobile phone numbers on RocketReach.
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