Principal @ Hub Retirement Services, LLC (May 2009 - August 2020)
Independent Insurance Agent and Field Training Specialist @ (August 2019 - May 2020)
Personal Benefits Sales Consultant @ Wiley Long Enterprises, Inc. (January 2012 - January 2019)
VP and Sales and Relationship Management @ (January 1994 - January 2008)
Will Sheridan Education
Fairfield University
BS (Finance)
1988-1992
Will Sheridan Skills
Alternative Investments
Financial Advisory
Series 63
Practice Management
Fixed Annuities
Pensions
Insurance
Retirement Planning
Sales
Financial Planning
Wealth Management Services
Portfolio Management
IRAs
Investments
Relationship Management
Bloomberg
401K Retirement Savings Plans
401k
Asset Allocation
Investment Advisory
Equities
Wealth Management
Mutual Funds
Strategic Financial Planning
Investment Strategies
Asset Management
Series 7
ETFs
Trading
Retirement
Series 65
RIA
Securities
Investment Management
401 Retirement Savings Plans
Will Sheridan Summary
Will Sheridan, based in Boston, MA, US, is currently a Medicare Sales Executive I at Blue Cross Blue Shield of Massachusetts. Will Sheridan brings experience from previous roles at TRANZACT, Hub Retirement Services, LLC, United Insurance Group Agency, Inc. and Wiley Long Enterprises, Inc.. Will Sheridan holds a 1988 - 1992 BS in Finance @ Fairfield University. With a robust skill set that includes Alternative Investments, Financial Advisory, Series 63, Practice Management, Fixed Annuities and more. Will Sheridan has 3 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Will Sheridan?
Find contact details for 700 million professionals.