Mike Polito's Location
Dedham, MA, US
Mike Polito's Work
- Financial Adviser and Founder @ Polito Financial & Insurance
- Financial Advisor – Investment Advisory and Wealth Management @ Eagle Strategies, LLC
- Agent – Life, Annuities, Disability, and Long-Term Care Insurance @ New York Life
- Registered Representative – Insurance and Investments Products @ NYLIFE Securities LLC
- Derivatives Accountant @ Sun Life Financial
- Senior Fund Accountant @ JPMorgan Chase & Co.
- Fund Accountant @ State Street
Mike Polito's Education
- Bentley University
Corporate Finance & Accounting (Financial Planning)
2002 - 2005 - The American College of Financial Services
ChFC (Chartered Financial Consultant ()
- The American College of Financial Services
RICP (Retirement Income)
2019 - 2020
- Dedham High School1997 - 2001
Mike Polito's Skills
- Marketing
- Series 63
- Fund Accounting
- Property and Casualty Insurance
- Accounting
- Life Insurance
- Fixed Income
- Relationship Management
- Disability Insurance
- Equities
Mike Polito's Summary
Mike Polito, based in Dedham, MA, US, is currently a Financial Adviser and Founder at Polito Financial & Insurance, bringing experience from previous roles at Eagle Strategies, LLC, New York Life Insurance Company, NYLIFE Securities LLC and Sun Life Financial. Mike Polito holds a 2002 - 2005 Corporate Finance & Accounting in Financial Planning @ Bentley University. With a robust skill set that includes Marketing, Series 63, Fund Accounting, Property and Casualty Insurance, Accounting and more, Mike Polito contributes valuable insights to the industry. Mike Polito has 6 emails on RocketReach.
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