Vice President@ May, Bonee & Clark
Hartford, Connecticut, United States
Brendon Moore CPFA® CRPC®
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Iona University
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Tell me more about Brendon Moore CPFA® CRPC®?
FlashIntel GPTBrendon Moore CPFA(r) CRPC(r) is a highly experienced Financial Consultant with over 20 years of work experience. He specializes in customer retention, finra, and financial advisory, with a strong focus on providing qualified retirement plans and securities. Brendon has a proven track record in plan review, retirement plan consulting, and investment advisory services. He has worked for reputable companies such as May, Bonee & Clark, Voya Financial, and The Hartford, where he held various positions in investment advisory and account representation. Brendon is based in the United States.
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About
Financial Consultant at May, Bonee & Clark
Work Experience
Vice President
Insurance
Brendon Moore CPFA® CRPC®'s Professional Milestones
- Vice President (2018-09-01~): Driving strategic initiatives and fostering strategic partnerships to achieve business expansion.
- Account Representative (2004-10-01~2008-05-01): Achieved record-breaking sales targets through exceptional communication and customer support.
Education
History/political Science
1999-2003Skill
Customer Retention
Finra
Financial Advisory
Presentation Skills
Qualified Retirement Plans
Securities
Investments
Plan Review
Retirement Plan Consulting
Investment Advisory Services
Insurance
Mutual Funds
Financial Services
Retirement Planning
401 Retirement Savings Plans
Chartered Retirement Planning Counselor
Certification
Colleagues
Ryan Friedman
managing director @ may bonee & clark | risk strategies
Tom Clark
Partner
Carol Sywenkyj
Vice President Of Personal Lines
Ted May
Partner at May, Bonee & Walsh
Timothy Bragdon
Business Consulting | Leadership
Other Named Brendon Moore CPFA® CRPC®
Frequently asked questions
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Brendon Moore CPFA® CRPC®'s social media include: Linkedin,
Brendon Moore CPFA® CRPC® works for May, Bonee & Clark
Brendon Moore CPFA® CRPC®'s role in May, Bonee & Clark is Vice President
Brendon Moore CPFA® CRPC® works in the industry of Insurance
Brendon Moore CPFA® CRPC®'s colleagues are Ryan Friedman,Tom Clark,Carol Sywenkyj
Brendon Moore CPFA® CRPC®'s latest job experience is Vice President at May, Bonee & Clark
Brendon Moore CPFA® CRPC®'s latest education in Iona University
