Richard Lerner Email & Phone Number
Senior Vice President - Investments and Insurance @ David Lerner Associates, Inc.
Richard Lerner's Location
Boynton Beach, FL, US
Richard Lerner's Work
- Senior Vice President - Investments and Insurance @ David Lerner Associates, Inc.
- Financial Advisor @ Financial Services Company
- Accounts Administrator and Support @ Dewey & LeBoeuf LLP
Richard Lerner's Education
- Hofstra University
Bachelor Of Business Administration (Computer Information Systems, Business)
2002 - 2004 - Long Island University
(Marketing, Finance)
2001 - 2002 - Arizona State University
(Computer Systems Engineering)
2000 - 2001
Richard Lerner's Skills
- Estate Planning
- Financial Advisory
- Fixed Annuities
- Retirement Planning
- IRAs
- Estate Preservation
- Investments
- Variable Annuities
- 401k
- Wealth Management
Richard Lerner's Summary
Richard Lerner, based in Boynton Beach, FL, US, is currently a Senior Vice President - Investments and Insurance at David Lerner Associates, Inc., bringing experience from previous roles at Ameriprise Financial Services, Inc. and Dewey & Leboeuf LLP. Richard Lerner holds a 2002 - 2004 Bachelor Of Business Administration in Computer Information Systems, Business @ Hofstra University. With a robust skill set that includes Estate Planning, Financial Advisory, Fixed Annuities, Retirement Planning, IRAs and more, Richard Lerner contributes valuable insights to the industry. Richard Lerner has 2 emails on RocketReach.
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