Patrick Bugbee Email & Phone Number
Director, Executive Benefits Planning and Administration @ Sapers & Wallack, Inc.
Patrick Bugbee Location
Cambridge, MA, US
Patrick Bugbee Work
- 2006 - now Director, Executive Benefits Planning and Administration @ Sapers & Wallack, Inc.
- 2019 - now Chair @ Cambridge Sports Union Runners
- 2004 - 2006 Client Service Associate @ LANDER & ASSOCIATES, INC.
- 2003 - 2004 Associate @ SAF Management, The Discovery Group
Patrick Bugbee Education
- The American College of Financial Services
Chartered Financial Consultant (ChFC)
2019 - 2019 - The American College of Financial Services
Chartered Life Underwriter (CLU)
2012 - 2013 - University of Massachusetts at Amherst - Isenberg School of Management
Bachelor of Business Administration (Finance and Operations Management)
2001 - 2005
Patrick Bugbee Skills
- Employee Benefits
- Business Continuity Planning
- Insurance
- Strategic Financial Planning
- Management
- Retirement Planning
- Investment Advisory
- Life Insurance
- Finance
- Financial Advisory
Patrick Bugbee Summary
Patrick Bugbee, based in Cambridge, MA, US, is currently a Director, Executive Benefits Planning and Administration at Sapers & Wallack, Inc.. Patrick Bugbee brings experience from previous roles at Cambridge Sports Union Runners, Lander & Associates and SAF Management, The Discovery Group. Patrick Bugbee holds a 2019 - 2019 Chartered Financial Consultant (ChFC) @ The American College of Financial Services. With a robust skill set that includes Employee Benefits, Business Continuity Planning, Insurance, Strategic Financial Planning, Management and more. Patrick Bugbee has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Sapers & Wallack, Inc. Employees
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Jay Egan
Vice President at Sapers & Wallack, Inc.
Cambridge, MA, US2 -
1
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2
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Evan MacEdo
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Cohasset, MA, US1 -
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