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Paul Neri, Chfc, Clu is listed as Strategic Connector: Facilitating Partnerships between Financial Advisors, Insurance Agents, and Leading Insurers. at Brookfield Insurance Partners, based in Greater Minneapolis-St. Paul Area, United States, United States. AeroLeads shows a work email signal at wellsfargoadvisors.com and a matched LinkedIn profile for Paul Neri, Chfc, Clu.
Paul Neri, Chfc, Clu previously worked as Brokerage and Operations Manager at Brookfield Insurance Partners and Community Dedicated Relationship Banker at Huntington National Bank. Paul Neri, Chfc, Clu holds Bachelor Of Science - Bs, Finance from University Of Connecticut School Of Business.
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AeroLeads found 2 current-domain work email signals for Paul Neri, Chfc, Clu. Compare company email patterns before reaching out.
I am an energetic, highly-experienced expert. My skills in developing strong relationships and guiding high net worth and business owner clients to suitable solutions result in exceptional client experience. My specialty is delivering critical messaging via team group meetings, webinars, conference calls, and email written content in the pursuit of company revenue and profit goals. I am considered to be a lifetime learner who is adaptable, tenacious, customer-centric, and brand conscious.Securities and Investment Advisory Services offered through The Leaders Group, Inc. Securities Dealer, Member FINRA/SIPC; TLG Advisors, Inc. Registered Investment Advisor; 26 W. Dry Creek Cir., Ste. 800, Littleton CO 80120, (303) 797-9080Contact me at paul@brookfieldpartners.com
Listed skills include Fixed Annuities, Estate Planning, Insurance, Disability Insurance, and 45 others.
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Minneapolis, Minnesota, United States
Empowering Financial Professionals to Navigate Complex Insurance Solutions: As a seasoned Brokerage Manager, I support financial advisors and insurance agents in addressing their hard to place impaired risk, disability and long-term care insurance challenges for their clients. Expertise in use of fixed and variable insurance solutions.
Relationship management services for affluent market retail banking clients.
Mound, MN
Assisting the affluent client segment make the most out of their Wells Fargo relationship by growing and protecting their wealth.Lending, deposits, asset growth and retention.
Greater Minneapolis-St. Paul Area
Provide Point of Sale Insurance Services to over 350 Financial Advisors, Bankers and Fiduciaries over a 3 state territory.Territory generated over $3.5 million first year target premium.Increased overall advisor participation in insurance production. Improved client retention.
Greater Boston Area
Life, Disability, Long Term Care brokerage services. Insurance sales strategies for wire house FAs, RIA, Bank and Independents.Point of sale services | Advanced Markets | Defined Benefit Plans | Supplemental Retirement Income
Point of sale insurance services for Financial Advisors in New England region. Wealth Transfer | Asset Maximization | Legacy Protection | Estate Planning | FA training
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Paul Neri, Chfc, Clu works for Brookfield Insurance Partners.
Paul Neri, Chfc, Clu is listed as Strategic Connector: Facilitating Partnerships between Financial Advisors, Insurance Agents, and Leading Insurers. at Brookfield Insurance Partners.
AeroLeads has found 2 work email signals at @wellsfargoadvisors.com for Paul Neri, Chfc, Clu at Brookfield Insurance Partners.
Paul Neri, Chfc, Clu is based in Greater Minneapolis-St. Paul Area, United States, United States while working with Brookfield Insurance Partners.
Paul Neri, Chfc, Clu has worked for Brookfield Insurance Partners, Huntington National Bank, Wells Fargo, Wells Fargo Advisors, and Morgan Stanley.
You can use AeroLeads to view verified contact signals for Paul Neri, Chfc, Clu at Brookfield Insurance Partners, including work email, phone, and LinkedIn data when available.
Paul Neri, Chfc, Clu holds Bachelor Of Science - Bs, Finance from University Of Connecticut School Of Business.
Paul Neri, Chfc, Clu is listed with skills including Fixed Annuities, Estate Planning, Insurance, Disability Insurance, Mutual Funds, Long Term Care, Financial Services, and Retirement Planning.
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