P. Leonard Email & Phone Number
Founding Partner - CEO @ TerraWealth™
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P. Leonard Location
- High Point, NC, US
P. Leonard Work
- 2022 -now Founding Partner - CEO @
- 2015 -2022 Assistant Vice President Sales @
- 2007 -2022 Regional Marketing Director @
- 2006 -2007 Regional Sales Director @
- 2004 -2006 Regional Marketing Director @
- 1997 -2004 Sales Director @
P. Leonard Education
- Institute of Business & Finance
Certified Fund Specialist (Banking and Financial Support Services)
2015-2015 - University of North Carolina at Greensboro
Registered Financial Gerontologist (Financial Gerontology)
2006-2006 - East Carolina University
(VIP)
1994-1999 - The Money, Means, and Choices Institute
(Multigenerational Family Planning)
2012
P. Leonard Skills
- Series 63
- Variable Annuities
- Fixed Annuities
- Mutual Funds
- Retirement Planning
- Life Insurance
- Series 7
- Wholesale
- Retirement
- IRAs
- Wealth Management
- Investment Strategies
- Investments
- Financial Services
- Estate Planning
- Strategic Financial Planning
- Wealth Accumulation
- Insurance
- Series 65
- 401k Rollovers
- Long Term Care Insurance
- Wealth
- 401k
- Financial Advisory
- Financial Planning
- Sales
- Leadership
- Finance
- Asset Allocation
- Securities
- Long-term Care
- Portfolio Management
- Sales Management
- Marketing
- Series 6
- Customer Service
- Strategic Planning
- Management
- Social Networking
- 401(k) Retirement Savings Plans
- Series 26
- Life and health
P. Leonard Summary
- P. Leonard, based in High Point, NC, US, is currently a Founding Partner - CEO at TerraWealth™. P. Leonard brings experience from previous roles at Lincoln Financial Distributors, Protective Life and The Hartford. P. Leonard holds a 2015 - 2015 Certified Fund Specialist in Banking and Financial Support Services @ Institute of Business & Finance. With a robust skill set that includes Series 63, Variable Annuities, Fixed Annuities, Mutual Funds, Retirement Planning and more. P. Leonard has 2 emails and 2 mobile phone numbers on RocketReach.
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P. Leonard
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