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Roleen De Ono, Chfc®, Enrolled Actuary Email & Phone Number

Investor Coach and Financial Planner | I help families achieve their American Dream by helping them find their True Purpose for Money so they can live life with purpose, fulfillment, love, and generosity. at Paul Winkler Inc
Location: Nashville, Tennessee, United States 5 work roles 2 schools
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Current company
Paul Winkler Inc
Role
Investor Coach and Financial Planner | I help families achieve their American Dream by helping them find their True Purpose for Money so they can live life with purpose, fulfillment, love, and generosity.
Location
Nashville, Tennessee, United States
Company size
2 employees

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Roleen De Ono, Chfc®, Enrolled Actuary is listed as Investor Coach and Financial Planner | I help families achieve their American Dream by helping them find their True Purpose for Money so they can live life with purpose, fulfillment, love, and generosity. at Paul Winkler Inc, a company with 2 employees, based in Nashville, Tennessee, United States. AeroLeads shows a matched LinkedIn profile for Roleen De Ono, Chfc®, Enrolled Actuary.

Roleen De Ono, Chfc®, Enrolled Actuary previously worked as Investor Coach and Financial Planner at Paul Winkler Inc and Financial Planner, Professional Development at Self Employed. Roleen De Ono, Chfc®, Enrolled Actuary holds Bachelor Of Business Administration - Bba, Actuarial Science from Georgia State University.

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Email format at Paul Winkler Inc

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Paul Winkler Inc

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Profile bio

About Roleen De Ono, Chfc®, Enrolled Actuary

I help families achieve their American Dream by helping them find their True Purpose for Money so they can live life with purpose, fulfillment, love, and generosity.A career changer from being a pension actuary to financial planning. I will be leveraging more than 15 years of experience in pension, retirement, and benefits consulting to help clients create a roadmap so they can:• take control of their wealth• achieve short-term and long-term goals• construct a robust investment strategy• plan, revise, maintain, and ENJOY retirement!Certification Progress• Currently pursuing the CERTIFIED FINANCIAL PLANNER® (CFP®) designation.

Current workplace

Roleen De Ono, Chfc®, Enrolled Actuary's current company

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Paul Winkler Inc
Paul Winkler Inc
Investor Coach and Financial Planner | I help families achieve their American Dream by helping them find their True Purpose for Money so they can live life with purpose, fulfillment, love, and generosity.
goodlettsville, tennessee, united states
Website
paulwinkler.com
Employees
2
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5 roles

Roleen De Ono, Chfc®, Enrolled Actuary work experience

A career timeline built from the work history available for this profile.

Investor Coach And Financial Planner

Current
Paul Winkler Inc

I help families achieve their American Dream by helping them find their True Purpose for Money so they can live life with purpose, fulfillment, love, and generosity.

Mar 2023 - Present

Financial Planner, Professional Development

Self Employed
  • Certification Progress
  • Currently pursuing the CERTIFIED FINANCIAL PLANNER® (CFP®) designation. - Completed the Education Requirement. - Successfully passed the CFP® exam.
Nov 2022 - Feb 2023

Senior Actuary

Deloitte

- Led a team of actuaries in completing 250+ termination liability estimates and special calculations to PBGC actuaries.- Supported PBGC NRAD in estimating unpaid employer contributions and lien amounts.- Completed Human Resource Due Diligence reports for various Merger and Acquisition (M&A) clients.- Assisted in special projects and negotiations.

Jul 2019 - Oct 2022

Senior Actuary

Bha Consulting Llc
  • SENIOR ACTUARY/CONSULTANT, March 2016 – June 2019
  • Presented and delivered actuarial valuations and special projects.
  • Led and anticipated client/project needs and developing alternative solutions.
  • Developed relationships with current and prospective clients.
  • Involved in management of day-to-day interactions with clients and internal team. ACTUARY, March 2015 – February 2016
  • Conducted complex benefit studies, actuarial assumption studies and decrement analyses.
May 2007 - Jun 2019

Licensed Insurance Agent

Brown, De Ono, And Associates

Douglasville, GA

  • Sold various insurance products to clients (whole life, term life, health, and dental).
  • Interviewed clients and reviewed policies to provide them with the best coverage and premium options available based on their financial needs and goals.
  • Conducted both in-home and group presentations and provided detailed explanations of policy guidelines and benefits to clients and their families.
  • Developed relationships with current and prospective clients.
Jan 2004 - May 2007
Team & coworkers

Colleagues at Paul Winkler Inc

Other employees you can reach at paulwinkler.com. View company contacts for 2 employees →

JB Jasmine Baird Jasmine Baird Colleague at Paul Winkler Inc Hendersonville, Tennessee, United States, United States View → CH Chad Henson Chad Henson Colleague at Paul Winkler Inc Gallatin, Tennessee, United States, United States View → IW Ira Work, Chfc, Rfc, Aif, Aams, Casl, Crps, Cff Ira Work, Chfc, Rfc, Aif, Aams, Casl, Crps, Cff Colleague at Paul Winkler Inc Nashville, Tennessee, United States, United States View → MS Michael Sharpnack Michael Sharpnack Colleague at Paul Winkler Inc Goodlettsville, Tennessee, United States, United States View →
2 education records

Roleen De Ono, Chfc®, Enrolled Actuary education

Bachelor Of Business Administration - Bba, Finance, Concentrating Financial And Investment Management

Georgia State University
FAQ

Frequently asked questions about Roleen De Ono, Chfc®, Enrolled Actuary

Quick answers generated from the profile data available on this page.

What company does Roleen De Ono, Chfc®, Enrolled Actuary work for?

Roleen De Ono, Chfc®, Enrolled Actuary works for Paul Winkler Inc.

What is Roleen De Ono, Chfc®, Enrolled Actuary's role at Paul Winkler Inc?

Roleen De Ono, Chfc®, Enrolled Actuary is listed as Investor Coach and Financial Planner | I help families achieve their American Dream by helping them find their True Purpose for Money so they can live life with purpose, fulfillment, love, and generosity. at Paul Winkler Inc.

Where is Roleen De Ono, Chfc®, Enrolled Actuary based?

Roleen De Ono, Chfc®, Enrolled Actuary is based in Nashville, Tennessee, United States while working with Paul Winkler Inc.

What companies has Roleen De Ono, Chfc®, Enrolled Actuary worked for?

Roleen De Ono, Chfc®, Enrolled Actuary has worked for Paul Winkler Inc, Self Employed, Deloitte, Bha Consulting Llc, and Brown, De Ono, And Associates.

Who are Roleen De Ono, Chfc®, Enrolled Actuary's colleagues at Paul Winkler Inc?

Roleen De Ono, Chfc®, Enrolled Actuary's colleagues at Paul Winkler Inc include Jasmine Baird, Chad Henson, Ira Work, Chfc, Rfc, Aif, Aams, Casl, Crps, Cff, and Michael Sharpnack.

How can I contact Roleen De Ono, Chfc®, Enrolled Actuary?

You can use AeroLeads to view verified contact signals for Roleen De Ono, Chfc®, Enrolled Actuary at Paul Winkler Inc, including work email, phone, and LinkedIn data when available.

What schools did Roleen De Ono, Chfc®, Enrolled Actuary attend?

Roleen De Ono, Chfc®, Enrolled Actuary holds Bachelor Of Business Administration - Bba, Actuarial Science from Georgia State University.

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