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 @ PenServ Plan Services, Inc.
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2012 - 2019 Vice President Director, Retirement Plans Markets @ Foresters Financial Services
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1997 - 2012 Senior Vice-President @ Foresters Financial Services

1986 - 1997 Regional Manager @ Foresters Financial Services
1982 - 1986 Division Manager @ Foresters Financial Services
1978 - 1982 Registered Representitive @ Foresters Financial Services
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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

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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.

Paul Prete Emails

Found 2 emails

Paul Prete Phone Numbers

Found 4 phone numbers

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Others Named Paul Prete

Paul Prete

Infrastructure Project Manager at Echo Global Logistics

Mount Prospect, IL, US
2
- yahoo.com
- echo.com
3
- +1 224-667-XXXX
- +1 847-718-XXXX
- +1 312-784-XXXX

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Top PenServ Plan Services, Inc. Employees

Paul Prete

Director Of Advisor Relationships at PenServ Plan Services, Inc.

United States
2
- aol.com
- penserv.com
4
- +1 203-239-XXXX
- +1 860-614-XXXX
- +1 732-855-XXXX
- +1 312-784-XXXX
Nick Harrison

Web Developer at PenServ Plan Services, Inc.

Columbia, SC, US
2
- yahoo.com
- penserv.com
1
- +1 803-638-XXXX
Rafael Gutierrez

Account Manager at PenServ Plan Services, Inc.

Columbia, SC, US
1
- penserv.com
3
- +1 253-845-XXXX
- +1 803-760-XXXX
- +1 253-732-XXXX
Dylan Pavelek

Customer Service Specialist at PenServ Plan Services, Inc.

Columbia, SC, US
1
- penserv.com
Jasmine Gadson

Financial Service Specialist at PenServ Plan Services, Inc.

Columbia, SC, US
1
- penserv.com
Jonathan Mahaffey

Plan Specialist at PenServ Plan Services, Inc.

South Carolina, United States
2
- hotmail.com
- penserv.com
2
- +1 704-839-XXXX
- +1 316-283-XXXX
Norbert Nickens

Plan Manager at PenServ Plan Services, Inc.

Chapin, SC, US
2
- penserv.com
- gmail.com
4
- +1 803-354-XXXX
- +1 803-397-XXXX
- +1 803-791-XXXX
- +1 803-345-XXXX
Ian Funderburk

Information Technology Operations Manager at PenServ Plan Services, Inc.

Orangeburg, SC, US
1
- gmail.com
2
- +1 803-671-XXXX
- +1 803-671-XXXX
Erin Kidd

Internal Wholesaler at PenServ Plan Services, Inc.

Columbia, SC, US
2
- penserv.com
- gmail.com
3
- +1 803-945-XXXX
- +1 803-917-XXXX
- +1 803-941-XXXX
Aimee King

Retirement Plan Manager at PenServ Plan Services, Inc.

Lexington, SC, US
1
- penserv.com
Nick Syrax

Marketing at PenServ Plan Services, Inc.

West Columbia, SC, US
1
- penserv.com
2
- +1 803-354-XXXX
- +1 864-494-XXXX
Rob Brown

Senior Programmer at PenServ Plan Services, Inc.

Irmo, SC, US
2
- gmail.com
- penserv.com
3
- +1 863-668-XXXX
- +1 502-648-XXXX
- +1 803-753-XXXX
Sarah Peters

Contribution Processor at PenServ Plan Services, Inc.

Irmo, SC, US
1
- penserv.com
3
- +1 803-873-XXXX
- +1 803-732-XXXX
- +1 803-760-XXXX

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