Monica Worcester Email
Client Services Manager - Employer Sponsored Retirement Plans @ BGA Financial
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Monica Worcester Location
- Portland, ME, US
Monica Worcester Work
- 2026 -now Client Services Manager - Employer Sponsored Retirement Plans @
- 2024 -2026 Financial Consultant @
- 2021 -2024 Planning Consultant @
- 2014 -2021 Relationship Manager @
- 2013 -2014 Senior Registered Client Service Associate @
- 2010 -2013 Retirement Investment Counselor @
- 2006 -2010 Registered Client Service Associate @
- 2004 -2005 Assistant Manager @
- 2002 -2004 Assistant Appraiser @
- 2000 -2002 Customer Service Representative @
- 1996 -2000 Bank Teller @
Monica Worcester Education
- SMCC
(Computer Science)
2000-2002
Monica Worcester Skills
- 401(k) Retirement Savings Plans
- Retirement
- Mutual Funds
- Series 63
- Securities
- Insurance
- Asset Allocation
- Investment Advisory
- Financial Services
- Finance
- Strategic Planning
- Financial Advisory
- Wealth Management
- Life Insurance
- Investments
- Microsoft Office
- Management
- Relationship Management
- Customer Service
- Time Management
- Client Services
- IRAs
- FINRA
- Plan Review
Monica Worcester Summary
- Monica Worcester, based in Portland, ME, US, is currently a Client Services Manager - Employer Sponsored Retirement Plans at Varney Financial. Monica Worcester brings experience from previous roles at Fidelity Investments, Empower Retirement and UBS. Monica Worcester holds a 2000 - 2002 SMCC. With a robust skill set that includes 401(k) Retirement Savings Plans, Retirement, Mutual Funds, Series 63, Securities and more. Monica Worcester has 2 emails on RocketReach.
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