If you need more lookups,
subscriptions start at $34 USD/month.
Michael Theberge Location
Boston, MA, US
Michael Theberge Work
Head of BOLI Sales and Distribution @ (May 2025 - Present)
Institutional Life Insurance Consultant - BOLI @ (March 2019 - May 2025)
Wealth Advisor @ (February 2018 - December 2018)
Financial Consultant @ (December 2016 - February 2018)
Wealth Advisor @ (August 2010 - December 2016)
Wealth Advisor @ (April 2007 - August 2010)
Insurance Advisor @ (January 2002 - April 2007)
Michael Theberge Education
Bentley University - McCallum Graduate School of Business
Master of Science (MS) (Financial Planning)
2004-2008
University of Southern Maine
Bachelor of Science (B.S.) (Finance)
1995-2000
Michael Theberge Skills
63 Licenses
Asset Allocation
Business Relationship Management
Certified Financial Planner
Customer Relationship Management (CRM)
Financial Advisory
Financial Planning
High-Level Relationship Management
Insurance Industry
Investment Advisory
Investment Management
Investment Strategies
Investments
Life Insurance
Market Analysis
Market Planning
Marketing Strategy
Portfolio Management
Presentations
Relationship Building
Risk Management
Series 6
Skilled Multi-tasker
Strategic Accounts
Teamwork
Wealth Management
Customer Relationship Management Crm
High Level Relationship Management
Bentley
Customer Relationship Management
Michael Theberge Summary
Michael Theberge, based in Boston, MA, US, is currently a Head of BOLI Sales and Distribution at MassMutual. Michael Theberge brings experience from previous roles at MassMutual, KeyBank, Citizens Bank and LPL Financial. Michael Theberge holds a 2004 - 2008 Master of Science (MS) in Financial Planning @ Bentley University - McCallum Graduate School of Business. With a robust skill set that includes 63 Licenses, Asset Allocation, Business Relationship Management, Certified Financial Planner, Customer Relationship Management (CRM) and more. Michael Theberge has 3 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Michael Theberge?
Find contact details for 700 million professionals.