Anthea M Perkinson
age ~63
from Pelham, NY
- Also known as:
-
- Etal Anthea Perkinson
- Anthe Perkinson
- Anthea Gurl
- Perkinson Anthe
- Phone and address:
- 248 Monterey Ave, New Rochelle, NY 10803
Anthea Perkinson Phones & Addresses
- 248 Monterey Ave, Pelham, NY 10803
- 251 87Th St, New York, NY 10024
- Jersey City, NJ
- Kensington, NH
Resumes
Principal, Financial Planner And Instructor
view sourceLocation:
Pelham, NY
Industry:
Financial Services
Work:
Monterey Associates
Founder, Principal
Blueprint Financial Planning Sep 2014 - Sep 2015
Certified Financial Plannertm
Monterey Associates Financial Planning & Education Sep 2014 - Sep 2015
Principal, Financial Planner and Instructor
Axa Equitable 2008 - 2011
Vp, Strategic Accounts
Axa Distributors 2004 - 2007
Svp, National Accounts
Founder, Principal
Blueprint Financial Planning Sep 2014 - Sep 2015
Certified Financial Plannertm
Monterey Associates Financial Planning & Education Sep 2014 - Sep 2015
Principal, Financial Planner and Instructor
Axa Equitable 2008 - 2011
Vp, Strategic Accounts
Axa Distributors 2004 - 2007
Svp, National Accounts
Education:
Nyu School of Professional Studies 2012 - 2012
University of Pennsylvania 1984 - 1985
New York University 1979 - 1984
Bachelors, Bachelor of Arts
University of Pennsylvania 1984 - 1985
New York University 1979 - 1984
Bachelors, Bachelor of Arts
Skills:
Strategic Planning
Financial Planning
Public Speaking
Event Planning
Project Management
Budget Management
Financial Literacy Training
Index Funds
Mutual Funds
Retirement Planning
Retirement Savings
Retirement Income Strategies
Budgeting
Investments
Fixed Annuities
Variable Annuities
Life Insurance
Series 7
Insurance
Wealth Management
Financial Services
Retirement
Securities
Asset Allocation
Management
Financial Advisory
Financial Planning
Public Speaking
Event Planning
Project Management
Budget Management
Financial Literacy Training
Index Funds
Mutual Funds
Retirement Planning
Retirement Savings
Retirement Income Strategies
Budgeting
Investments
Fixed Annuities
Variable Annuities
Life Insurance
Series 7
Insurance
Wealth Management
Financial Services
Retirement
Securities
Asset Allocation
Management
Financial Advisory
Interests:
Poverty Alleviation
Social Services
Education
Economic Empowerment
Social Services
Education
Economic Empowerment
Certifications:
Cfp
Cfp Board, License 180644
License 180644
Cfp Board, License 180644
License 180644
Svp, National Accounts
view sourceLocation:
248 Monterey Ave, Pelham, NY 10803
Industry:
Insurance
Work:
Axa Distributors
Svp, National Accounts
Svp, National Accounts
Plaxo
Anthea Perkinson
view sourceNational Accounts at AXA Distributors
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