Patrick Bugbee Email & Phone Number
Director, Executive Benefits Planning and Administration @ Sapers & Wallack, Inc.
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Patrick Bugbee Location
- Cambridge, MA, US
Patrick Bugbee Work
- 2006 -now Director, Executive Benefits Planning and Administration @
- 2019 -now Chair @
- 2004 -2006 Client Service Associate @
- 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
- Disability Insurance
- Financial Services
- Financial Planning
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 2 mobile phone numbers on RocketReach.
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