Robert Terry Email & Phone Number
Director of Client Relations @ Benefit Consultants Group
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Robert Terry Location
- Riverside, NJ, US
Robert Terry Work
- Director of Client Relations @ (January 2021 - Present)
- Retirement Plan Sales Manager @ (October 2015 - January 2021)
- Advisor Services Consultant @ (May 2008 - October 2015)
- Financial Operations @ (April 2007 - May 2008)
- Payroll Specialist @ (September 2004 - April 2007)
Robert Terry Education
- La Salle University
Bachelor (Finance & Risk Management and Insurance)
2004-2008
Robert Terry Skills
- Pensions
- 401k
- Retirement Planning
- Retirement
- Customer Relations
- Microsoft Office
- Excel
- Administration
- ERISA
- Business Planning
- Defined Benefit
- Profit Sharing
- Retirement Plan Consulting
- Asset Allocation
- Deferred Compensation
- System Administration
- Wealth Management
- Accounting
- New Business Development
- Employee Benefits
- Sales
- Investments
- Customer Service
- Microsoft Excel
- Series 7
- Defined Contribution
- Mutual Funds
- Strategic Planning
- Payroll
- Management
- Project Management
- Marketing
Robert Terry Summary
- Robert Terry, based in Riverside, NJ, US, is currently a Director of Client Relations at Benefit Consultants Group. Robert Terry brings experience from previous roles at Benefit Consultants Group and BCG Securities. Robert Terry holds a 2004 - 2008 Bachelor in Finance & Risk Management and Insurance @ La Salle University. With a robust skill set that includes Pensions, 401k, Retirement Planning, Retirement, Customer Relations and more. Robert Terry has 3 emails and 1 mobile phone numbers on RocketReach.
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