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Janice Bennett Location
New York, NY, US
Janice Bennett Work
Assistant Vice President @ (July 2021 - Present)
Consultant @ Consulting Project (October 2020 - June 2021)
Associate Manager, Operations and Control @ (September 2017 - July 2020)
Insurance Agent @ (February 2014 - August 2017)
Financial Services Professional @ (February 2014 - August 2017)
Vice President | Milbank Investment Team @ (November 2011 - December 2012)
Partner and Compliance Officer and Business Manager @ Milbank Winthrop & Co. (April 1992 - October 2011)
Portfolio Administrator @ (December 1991 - April 1992)
Accountant and Portfolio Administrator @ Delafield Asset Management (July 1990 - December 1991)
Staff Auditor @ (September 1986 - March 1990)
Janice Bennett Education
New York University - Leonard N. Stern School of Business
Bachelor of Science - BS (Accounting)
Fordham University
Certificate in Financial Planning (Financial Planning)
Janice Bennett Skills
401k Rollovers
Outings
Licensed In Long Term Care Insurance
Investments
Licensed Life Insurance
Whole Life Insurance
Security
Licensed Life Insurance Agent
Lifetime Income
Wealth Preservation
Wealth Preservation Planning
Licensed In Long Term
Strategic Planning
Annuity Sales
Insurance
Financial Services
Retirement Planning
Lifetime Income Strategies
401 Rollovers
Janice Bennett Summary
Janice Bennett, based in New York, NY, US, is currently a Assistant Vice President at Morgan Stanley. Janice Bennett brings experience from previous roles at Consulting Project, Prudential Financial, New York Life Insurance Company and NYLIFE Securities LLC. Janice Bennett holds a Bachelor of Science - BS in Accounting @ New York University - Leonard N. Stern School of Business. With a robust skill set that includes 401k Rollovers, Outings, Licensed In Long Term Care Insurance, Investments, Licensed Life Insurance and more. Janice Bennett has 2 emails and 2 mobile phone numbers on RocketReach.
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