Stephen Haeckel Email & Phone Number
Senior Wealth Advisor @ Trivium Point Advisory
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Stephen Haeckel Location
- United States
Stephen Haeckel Work
- 2020 -now Senior Wealth Advisor @
- 2019 -2020 Broker - US Flag and Jones Act @
- 2016 -2019 Regional Vice President @
- 2014 -2016 Internal Wholesaler: Life Sales - Wire and Bank Channel @
- 2010 -2014 Regional Life Internal Wholesaler @
- 2005 -2010 Financial Planner @
- 2007 -2008 Analyst @ John T. Dougherty CPA, LLC
- 2005 -2005 Financial Planner @
- 2003 -2004 Budgeting Intern @
Stephen Haeckel Education
- University of Connecticut
Master of Business Administration (M.B.A.) (Executive MBA Program)
2012-2014 - Pace University - Lubin School of Business
Bachelor of Business Administration (B.B.A.) (Finance)
2000-2004 - Xavier High School in Middletown, CT
High School
1996-2000
Stephen Haeckel Skills
- Wholesaling
- Whole Life
- Term Life Insurance
- Retirement Income Strategies
- Territory Management
- Variable Life
- Business Planning
- Universal Life
- Insurance
- Retirement
- Financial Planning
- Finance
- Sales
- Leadership
- Life Insurance
- Fixed Annuities
- Estate Planning
- Business Analysis
- Marketing
- Investments
- Financial Services
- Retirement Income
- Management
- Business Administration
- MBA
- Financial Planners
- Banking
- Series 63
- Sales Force Development
- Retirement Planning
- Wealth Management
- Mutual Funds
- Small Business
- Series 7
- Wholesale
Stephen Haeckel Summary
- Stephen Haeckel, based in United States, is currently a Senior Wealth Advisor at Trivium Point Advisory. Stephen Haeckel brings experience from previous roles at Braemar ACM Shipbroking, Transamerica Life Insurance Company, Lincoln Financial Distributors and MassMutual Financial Group. Stephen Haeckel holds a 2012 - 2014 Master of Business Administration (M.B.A.) in Executive MBA Program @ University of Connecticut. With a robust skill set that includes Wholesaling, Whole Life, Term Life Insurance, Retirement Income Strategies, Territory Management and more. Stephen Haeckel has 5 emails and 3 mobile phone numbers on RocketReach.
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