We found the following information about Joe Perusse at Atlantic Planning Group, Llc, where this professional has worked as a Senior Planner and Associate Financial Advisor since 2016. Joe's total work experience is over ten years, during which time they had at least six jobs at different places to develop skills. Joe studied at the American College of Financial Services from 2011 to 2014. This professional received the following certifications: Chartered Life Underwriter, The American College of Financial Services, and Financial Industry Regulatory Authority (Finra). Joe Perusse is proficient in English. Joe currently lives in Salisbury Beach, Massachusetts. You can contact with Joe by searching for phone number or email address or find additional info by requesting access to Joe Perusse's additional details from us.
Name variants:
Joel Perusse,
Joseph Perusse
Contact Information
Last Update
Jul 9, 2022
Email
jo**@hotmail.com, pe**@sbcglobal.net
Location
Salisbury Beach, MA
Company
Workplace
Senior Planner and Associate Financial Advisor
Waltham, MA
Industry
Financial Services
Colleagues
Work History
Senior Planner and Associate Financial Advisor
201 Jones Rd SUITE 620, Waltham, MA 02451
Responsible for developing fee-based financial plans, cash-flow analysis, and case design, as well as membership on the Investment Policy Committee.
Expertise with eMoney planning software...
2016 — 2019
Financial Advisor
12555 Manchester Rd St, Louis, MO
Built a clientele of about 75 households, primarily advising them on investments and retirement accounts (stocks, bonds, mutual funds, unit investment trusts). Also reviewed employee benefit...
2014 — 2016
Sales Vice President
225 Friend St SUITE 600, Boston, MA 02114
Provided insurance-based solutions to help high net worth and high income clients to accumulate, preserve, or transfer wealth on a more efficient, tax-favored basis.
Managed a sizable case...
2011 — 2014
Director of Life Insurance Brokerage Operations
Oversaw the marketing and operations of a “boutique” life insurance brokerage outside of Boston. o Responsibilities included:
Life Insurance Point of Sale Meetings
Case Design
Illustrati...
2010 — 2011
Financial Advisor
200 Park Ave, New York, NY 10016
Worked with individuals and business owners identifying the risks in such financial matters as estate planning, college funding, and retirement planning. Solutions included:
Establishing 4...
2008 — 2009
Education
2011 — 2014
1998 — 2003
1999 — 2000
1994 — 1998
Occupations
Financial Broker
Financial Consultant
Senior Planner
Supporting Member
Advisor
Accountant
Finance and Accounting Specialist
Financial Services Professional
Financial Services Sales Agent
Planner
Team Member
Accounting Bookkeeper
Bookkeeper
Skills
Insurance
Life Insurance
Estate Planning
Series 6
Disability Insurance
Sales
New Business Development
Salesforce.com
Series 63
Health Insurance
Process Improvement
Team Building
Selling
Lead Generation
Small Business
Negotiation
Sales Management
Underwriting
Financial Services
Account Management
Retirement Planning
FAQs about Joe Perusse
What's the main profession of Joe Perusse?
Joe Perusse is a Financial Advisor.
What jobs is Joe Perusse proficient at at?
The expert is a professional such jobs as Financial Broker and Financial Consultant.
Where is Joe Perusse located?
The expert is located in Salisbury Beach, Massachusetts.
Does the professional have the email address?
jo**@hotmail.com and pe**@sbcglobal.net is The expert's email address.
How many companies did Joe Perusse work at?
Joe Perusse worked at six jobs.
What education does Joe Perusse have?
Joe studied at the American College of Financial Services from 2011 to 2014.
Are there any professional certifications Joe Perusse has?
Joe received the following certifications: Chartered Life Underwriter, The American College of Financial Services, and Financial Industry Regulatory Authority (Finra).
What languages does Joe Perusse speak?
Joe Perusse speaks English.