Jack Gates Email & Phone Number
VP, Advanced Planning Advisor @ Rockland Trust
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Jack Gates Location
- Scituate, MA, US
Jack Gates Work
- 2017 -now VP, Advanced Planning Advisor @
- 2011 -2016 SVP @
- 2004 -2011 Sales Executive @ P&C LifePlans, Inc
- 1988 -2004 Financial Representative @
Jack Gates Education
- University of Massachusetts, Amherst
Bachelor Degree (Economics)
1984-1988
Jack Gates Skills
- Estate Planning
- Insurance Consulting and Brokerage
- Business Succession Planning
- Executive Benefits
- Legacy Planning
- Asset Maximization Strategies
Jack Gates Summary
- Jack Gates, based in Scituate, MA, US, is currently a VP, Advanced Planning Advisor at Rockland Trust. Jack Gates brings experience from previous roles at Highland Capital Brokerage, P&C LifePlans, Inc and Northwestern Mutual. Jack Gates holds a 1984 - 1988 Bachelor Degree in Economics @ University of Massachusetts, Amherst. With a robust skill set that includes Estate Planning, Insurance Consulting and Brokerage, Business Succession Planning, Executive Benefits, Legacy Planning and more. Jack Gates has 2 emails and 2 mobile phone numbers on RocketReach.
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