Laura O'Dea Location
- Charlotte, NC, US
Laura O'Dea Work
- 2015 - now Retirement Consultant @ Hilb Group Retirement Services
- 2014 - now Co Founder and Seniorcare Advisor @
- 2013 - 2014 President @ Carolina Advisory Group
- 2010 - 2013 Regional VP Affluent Markets @
- 2008 - 2010 Regional VP @ American General Life Companies
- 2005 - 2008 National Director of Insurance @ RSM McGladrey
- 1998 - 2004 Regional VP @
Laura O'Dea Education
- Queens University of Charlotte
Certified Financial Planner (Financial Planning and Services)
2013 - 2015 - The American College of Financial Services
Chartered Life Underwriter Fellow (Insurance)
1997 - 2000
Laura O'Dea Skills
- Life Insurance
- Retirement Planning
- Financial Planning
- Wealth Management
- Insurance
- Estate Planning
- Financial Planners
- Financial Advisory
- Fixed Annuities
- Financial Services
- Disability Insurance
- Retirement
- Long-term Care
- 401k
- Investments
- Marketing
- Pensions
- Mutual Funds
- Sales
- Microsoft Excel
- Microsoft PowerPoint
- Team Building
- Working with Brokers
- Presentation Skills
- Sales Presentations
- Public Speaking
- Long Term Care Insurance
- Critical Illness
- Variable Annuities
- Universal Life
- IRAs
- Series 24
- Series 7
- Relationship Management
- Series 65
- RIA
- Wholesaler
- Networking
- Series 63
- Series 6
- Strategic Planning
- Strategy
- Underwriting
- Business Planning
- Strategic Financial Planning
- Risk Management
- Reinsurance
- Long Term Care
- Wealth
- Term Life Insurance
- Lifestyle
- Health Insurance
- Employee Benefits
- Whole Life
Laura O'Dea Summary
- Laura O'Dea, based in Charlotte, NC, US, is currently a Retirement Consultant at Hilb Group Retirement Services. Laura O'Dea brings experience from previous roles at Lifestyle Transitions, Inc. dba Assisted Living Locators, Carolina Advisory Group, Zurich Insurance and American General Life Companies. Laura O'Dea holds a 2013 - 2015 Certified Financial Planner in Financial Planning and Services @ Queens University of Charlotte. With a robust skill set that includes Life Insurance, Retirement Planning, Financial Planning, Wealth Management, Insurance and more. Laura O'Dea has 3 emails and 1 mobile phone numbers on RocketReach.
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