Paul Prete Email & Phone Number
Director Of Advisor Relationships @ PenServ Plan Services, Inc.
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Paul Prete Location
- United States
Paul Prete Work
- 2020 -now Director Of Advisor Relationships @
- 2012 -2019 Vice President Director, Retirement Plans Markets @
- 1997 -2012 Senior Vice-President @
- 1986 -1997 Regional Manager @
- 1982 -1986 Division Manager @
- 1978 -1982 Registered Representitive @
Paul Prete Education
- Southern Connecticut State University
B.S. (Economics)
1974-1978 - Conard HS
Paul Prete Skills
- Series 7
- Series 63
- Series 24
- Retirement
- Retirement Plan Consulting
- Investments
- Wealth Management
- Asset Allocation
- Variable Annuities
- Life Insurance
- Retirement Planning
- Management
- Fixed Annuities
- 401k
- Long-term Care
- Insurance
- Finance
Paul Prete Summary
- Paul Prete, based in United States, is currently a Director Of Advisor Relationships at PenServ Plan Services. Paul Prete brings experience from previous roles at Foresters Financial Services. Paul Prete holds a 1974 - 1978 B.S. in Economics @ Southern Connecticut State University. With a robust skill set that includes Series 7, Series 63, Series 24, Retirement, Retirement Plan Consulting and more. Paul Prete has 2 emails and 1 mobile phone numbers on RocketReach.
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