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
- Director Of Advisor Relationships @ (January 2020 - Present)
- Vice President Director, Retirement Plans Markets @ (October 2012 - August 2019)
- Senior Vice-President @ (January 1997 - October 2012)
- Regional Manager @ (January 1986 - January 1997)
- Division Manager @ (February 1982 - January 1986)
- Registered Representitive @ (September 1978 - February 1982)
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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