Kristy Terenzio's Location
Bradenton, FL, US
Kristy Terenzio's Work
- Director, Employee Benefits @ Boyd Insurance & Investments
- Account Executive Financial Services and Benefits @ Boyd Insurance & Investments
- Account Executive @ Boyd Insurance & Investments
- Assistant Manager, Financial Planning @ Global Financial Private Capital, LLC
- Retirement Plan Analyst @ Global Financial Private Capital, LLC
- Financial Planning Associate @ Global Financial Private Capital, LLC
- Tax Lien Analyst Intern @ RMC Property Group
Kristy Terenzio's Education
- University of South Florida
Bachelor of Science (B.S.) (Finance)
2007 - 2011 - The American College
Charted Financial Consultant (ChFC) Program (Financial Services)
2014 - 2015 - Self Study2013 - 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.
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