Tim Loehr Email & Phone Number
Regional Vice President @ PenChecks, Inc.
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Tim Loehr Location
- Cohasset, MA, US
Tim Loehr Work
- 2023 -now Regional Vice President @
- 2021 -2023 Director - Northeast US @
- 2014 -2021 Sales Director, Retirement @
- 2012 -2014 Senior Retirement Plan Sales Consultant @
- 2008 -2011 Senior Internal Wholesaler, Annuities - Wood Logan @
Tim Loehr Education
- Boston College - Wallace E. Carroll Graduate School of Management
MBA (Management)
2012-2015 - Providence College
BS (President of the Intramural Athletic Board (IAB))
2004-2008 - Ridgefield High School
Tim Loehr Skills
- Series 63
- Mutual Funds
- Series 6
- Fixed Annuities
- Variable Annuities
- FINRA
- 401k
- Retirement Planning
- Financial Services
- Retirement
- Investments
- Series 7
- Alternative Investments
- Asset Allocation
- Separately Managed Accounts
- Finance
- Insurance
- Life Insurance
- Wealth Management
- Team Building
- Management
- Sales
- Leadership
- Strategic Planning
- Project Management
Tim Loehr Summary
- Tim Loehr, based in Cohasset, MA, US, is currently a Regional Vice President at PenChecks Trust. Tim Loehr brings experience from previous roles at NWPS and John Hancock Retirement. Tim Loehr holds a 2012 - 2015 MBA in Management @ Boston College - Wallace E. Carroll Graduate School of Management. With a robust skill set that includes Series 63, Mutual Funds, Series 6, Fixed Annuities, Variable Annuities and more. Tim Loehr has 3 emails and 2 mobile phone numbers on RocketReach.
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