Charted Financial Consultant (ChFC) Program (Financial Services)
2014 - 2015
Self Study
2013 - 2014
University of South Florida
Bachelor's degree (Finance)
University of South Florida
Bachelor's degree (Finance, General)
2007 - 2011
Kristy Terenzio's Skills
Wealth Management
Portfolio Management
401k Rollovers
Financial Advisory
Strategic Financial Planning
Investments
Financial Planners
Retirement
Employee Benefits Design
Retirement Planning
Kristy Terenzio's Summary
Kristy Terenzio, based in Bradenton, FL, US, is currently a Director, Employee Benefits at Boyd Insurance & Investments, bringing experience from previous roles at Boyd Insurance & Investment Services, Boyd Insurance & Investments and Global Financial Private Capital, LLC. Kristy Terenzio holds a 2007 - 2011 Bachelor of Science (B.S.) in Finance @ University of South Florida. With a robust skill set that includes Wealth Management, Portfolio Management, 401k Rollovers, Financial Advisory, Strategic Financial Planning and more, Kristy Terenzio contributes valuable insights to the industry. Kristy Terenzio has 1 email and 1 mobile phone number on RocketReach.