Adam Miloro

Vice President, Retirement Plan Consulting

Adam Miloro has been a Senior Retirement Consultant in Longfellow Benefits since 2007. Furthermore, Adam Miloro has professional experience at more than four companies in the related field. Adam has a total work experience of seven+ years. Adam attended school at the Boston University - School of Management from 2008 to 2010. Adam can be found in Boston, Massachusetts – where this expert currently lives. You can search for this professional's phone number and email. We can also provide you exhaustive contact information upon request.
Name variants:
Ad Miloro, Ade Miloro

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Contact Information

Last Update
Jul 7, 2022
Email
am**@longfellowbenefits.com
Location
Boston, MA

Workplace

Longfellow Benefits
Senior Retirement Consultant

Industry

Insurance

Work History

Senior Retirement Consultant

As a member of the Retirement Services team, Adam focuses his efforts on assisting plan sponsors with efficiently and cost effectively managing all aspects of their retirement plan. He has e...
from Oct 2007

Senior Relationship Manager

Adam joined Longfellow after spending 8 years with Great West Retirement Services (formerly New England Financial and MetLife Retirement Services) working in their operations group. As a Sen...
Oct 2006 — Oct 2007

Relationship Manager

Oct 2004 — Oct 2006

Senior Account Executive

Jan 2000 — Oct 2004

Occupations

Executive
Vice President
Counselor
Lawyer
Fiduciary
Bachelor of Science
Financial Broker
Certified Financial Planner
Accountant
Finance and Accounting Specialist
Sales Specialist
Relationship Manager
Senior Account Executive
Chief Executive
Advisor
Trust Law Attorney
Lawyer
Puchasing and Estimating Manager
Financial Manager
Accounting Bookkeeper
Bookkeeper
Account Service Manager
Customer Service
Senior Customer Service Representative

Skills

Retirement
Series 6
Retirement Planning
Employee Benefits
Health Insurance
Securities
Business Planning
401K
Medicare
Defined Contribution
Long Term Care
Finra
Financial Advisory
Brokers
Defined Benefit
Mutual Funds
Pensions
Series 7
Benefits Administration
Series 63
Term Life Insurance
Ppo
Investment Management
Life Insurance
Executive Pay
Health Savings Accounts
Fixed Annuities
Erisa
Underwriting
Financial Services
Disability Insurance
Insurance
Asset Allocation
Cobra
Investments
Employee Wellness
Relationship Management
Long Term Care Insurance
Series 24
Strategic Financial Planning
Workers Compensation
Investment Advisory
Retirement Plan Consulting
Deferred Compensation
Hris
Finance
Alternative Investments
Health Care Reform
Qualified Retirement Plans
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