Robert Bennett, Cfp® Email & Phone Number

New York, New York, United States

• Provide investment guidance to Sr Executives about their retirement plan funds and personal savings vehicles using MoneyGuidePro software.
• Provide comprehensive pre-retirement counseling to Sr Executives of client organizations including reviewing distribution alternatives for individuals under the retirement programs.
• Provide generic investment guidance through seminar programs to the employees of client organizations.
• Be a principal resource for Field Consultants and Home Office Marketing Operations.

Southern Connecticut General Office

Agent licensed to sell insurance through New York Life Insurance Company

Southern Connecticut General Office

Registered Representative offering securities products and services through NYLIFE Securities LLC. (Member FINRA/SIPC), A Licensed Insurance Agency.

Fairfield, CT

My clients are highly selective and are only seeking the best talent in the world. My firm has come up with a way in which successful people get through the entire interview process that prepares you like no other for any interview. I personally walk you through every step of our process to ensure your chances of success are as high as possible.Please send.

Wall Street, New York, NY

Worked closely with a team of 15 interns & Senior Management in all aspects of the day to day operations.Attended & participated in weekly meetings with Chief Market Strategist/Economist Peter Cardillo.Researched asset allocation strategies designed to help manage risk while pursuing various long-term financial goals via upside participation and downside.

Bachelor Of Science, Finance

Activities and Societies: Dean's ListSpent most of my free time working construction so that I could pay my tuition and graduate debt free.

High School Diploma, Education

Activities and Societies: Baseball