Paul Neri, Chfc, Clu

Paul Neri, Chfc, Clu Email and Phone Number

Strategic Connector: Facilitating Partnerships between Financial Advisors, Insurance Agents, and Leading Insurers. @ Brookfield Insurance Partners
Paul Neri, Chfc, Clu's Location
Greater Minneapolis-St. Paul Area, United States
Paul Neri, Chfc, Clu's Contact Details
About Paul Neri, Chfc, Clu

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

Paul Neri, Chfc, Clu's Current Company Details
Brookfield Insurance Partners

Brookfield Insurance Partners

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Strategic Connector: Facilitating Partnerships between Financial Advisors, Insurance Agents, and Leading Insurers.
Paul Neri, Chfc, Clu Work Experience Details
  • Brookfield Insurance Partners
    Brokerage And Operations Manager
    Brookfield Insurance Partners Apr 2024 - Present
    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.
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  • Huntington National Bank
    Community Dedicated Relationship Banker
    Huntington National Bank Jan 2023 - Sep 2023
    Relationship management services for affluent market retail banking clients.
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  • Wells Fargo
    Premier Banker
    Wells Fargo Feb 2019 - Dec 2022
    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.
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  • Wells Fargo Advisors
    Wealth Insurance Specialist
    Wells Fargo Advisors 2014 - 2018
    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.
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  • Brookfield Insurance Partners
    Brokerage Manager
    Brookfield Insurance Partners 2009 - 2014
    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
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  • Morgan Stanley
    Regional Insurance Specialist
    Morgan Stanley 2007 - 2009
    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 Skills

Fixed Annuities Estate Planning Insurance Disability Insurance Mutual Funds Long Term Care Financial Services Retirement Planning Finance Financial Planners Retirement Portfolio Management Wealth Life Insurance Financial Advisory Investments Long Term Care Insurance Wealth Management Services Series 7 401k Employee Benefits Series 63 Series 6 Bonds Iras Finra Universal Life Underwriting Wealth Management Small Business Whole Life Term Life Insurance Securities Investment Advisory Pensions Asset Allocation Health Insurance Investment Strategies Variable Annuities Roth Ira Wealth Accumulation Certified Financial Planner 401k Rollovers Alternative Investments Asset Management Series 24 Brokers Wealth Transfer Insurance Planning

Paul Neri, Chfc, Clu Education Details

Frequently Asked Questions about Paul Neri, Chfc, Clu

What company does Paul Neri, Chfc, Clu work for?

Paul Neri, Chfc, Clu works for Brookfield Insurance Partners

What is Paul Neri, Chfc, Clu's role at the current company?

Paul Neri, Chfc, Clu's current role is Strategic Connector: Facilitating Partnerships between Financial Advisors, Insurance Agents, and Leading Insurers..

What is Paul Neri, Chfc, Clu's email address?

Paul Neri, Chfc, Clu's email address is pa****@****ors.com

What schools did Paul Neri, Chfc, Clu attend?

Paul Neri, Chfc, Clu attended University Of Connecticut School Of Business.

What are some of Paul Neri, Chfc, Clu's interests?

Paul Neri, Chfc, Clu has interest in Yesabruzzo, Superior Hiking Trail Association, Llc, Shopping District, Charles Chips, Tourist Information Center, Origami Owl Living Lockets By Blackwidow, Dentist And Dental Office, Frozen Feet Run, Cucina.

What skills is Paul Neri, Chfc, Clu known for?

Paul Neri, Chfc, Clu has skills like Fixed Annuities, Estate Planning, Insurance, Disability Insurance, Mutual Funds, Long Term Care, Financial Services, Retirement Planning, Finance, Financial Planners, Retirement, Portfolio Management.

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