Independent Financial Consultant
CurrentInvestment Planner and Insurance Broker; Business Continuation Planner; Benefits Consultant,Risk Management Design Consultant, 401(k) consulting and sales.
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@comcast.net
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John Puzzo is listed as Independent Financial Consultant at In Private Practice; Counter-Terrorism Operations and Security Consultant at In Private Practise, based in Plainville, Connecticut, United States. AeroLeads shows a work email signal at comcast.net and a matched LinkedIn profile for John Puzzo.
John Puzzo previously worked as Independent Financial Consultant at In Private Practise and Investments and Insurance at Amex, Aetna, Citigroup, Park Avenue Securities, Pacific Life, Guardian, Mass Mutual. John Puzzo holds Master'S Degree, National Security Policy Studies from University Of New Haven.
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Insurance and Investment Planning professional. Founder, Connecticut Veteran's Business Alliance, a networking platform for veterans in business others who would like to share trade and commerce with the military veterans of Connecticut. America will prosper again, one neighborhood at a time and our veteran business owners can help lead the way. Motto: 'Return to Bountiful.'Specialties: Business & FInance: 17 years experience in the area of investment products such as personal financial development, Strong Background in equity markets, Exchange Traded Funds and Unit Investment Trusts. Experience with plan sponsors, foundations, endowments, family offices, Taft Hartley, State and Local Government Bonds and Bond Funds. Strong verbal communication and presentation skills. Meticulous organizational skills.As a personal FInancial Advisor (1996-2013), I teach people how money works. Shouldn't you use the same techniques as the Banks, Finance Companies, and governments use - but to your benefit?Counter Terrorism Operations, Global War on Terror: High Threat Personal Protection Officer and security consultant, 2004-2007, ANTI-TERRORST OPERATIONS, Iraq: Armed Personal Security Escort in High Threat, non-permissive Areas, Force Protection Operations, Residential and Installation Security Operations, Emergency and Contingency Response, Surveillance/Counter Surveillance Operations.Sig Sauer Certified Armorer, Basic Pistol Law Enforcement Class, Level I, 2013-2016 and Sig Sauer Certified Armorer, M16, AR15, M4 Rifle, 2013-2016Public Speaker.Currently enrolled in Master of Science Degree Program at the University of New Haven, New Haven, Connecticut.
Listed skills include Insurance, Policy, Claims, Mentoring, and 16 others.
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Investment Planner and Insurance Broker; Business Continuation Planner; Benefits Consultant,Risk Management Design Consultant, 401(k) consulting and sales.
FINRA Series 24, 7, 63, 65, Securities licenses; Connecticut and Florida producer’s licenses in Life, Accident & Health, Variable Life, and Variable Annuities.Seventeen year’s experience in private and corporate/government markets in retail and wholesale business as general securities principal, registered representative, investment adviser representative, insurance producer, and Breakpoint Analyst. Published Author. Compiled 24 Annuity Product Manuals for a major Financial Services Company (Aetna Financial Services). Sales and consultation in Risk Management, Qualified Plans, employee benefits, Key Employee life sales and business continuation planning using specially designed life insurance.
Iraq; Usa.
Private Military Contractor, Operation Iraqi Freedom, Global War On Terror; GS-12 (O-4) Rating
Republic Of Viet Nam
Served in Viet Nam as Long Range Patrol team member and sniper with Company K (RANGER), 75th Infantry (Airborne), and as an artillery Forward Observer to the Infantry, an Infantryman and a Combat Engineer with the 4th Infantry Division.
Certified Armorer for Sig Sauer Pistols & 5.56 Rifles
Activities and Societies: College Scholar, Chief Justice, Faculty/Student Court, Faculty Manual Revision Committee, President/Veterans.
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John Puzzo works for In Private Practise.
John Puzzo is listed as Independent Financial Consultant at In Private Practice; Counter-Terrorism Operations and Security Consultant at In Private Practise.
AeroLeads has found 1 work email signal at @comcast.net for John Puzzo at In Private Practise.
John Puzzo is based in Plainville, Connecticut, United States while working with In Private Practise.
John Puzzo has worked for In Private Practise, Amex, Aetna, Citigroup, Park Avenue Securities, Pacific Life, Guardian, Mass Mutual, Us Department Of Defense, and Us Army.
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John Puzzo holds Master'S Degree, National Security Policy Studies from University Of New Haven.
John Puzzo is listed with skills including Insurance, Policy, Claims, Mentoring, Risk Management, Counterterrorism, Photography, and Biographer.
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