Name variants:
Robert Furlong
Last updated Jul 04, 2024
Contact Information
Last Update
Jul 10, 2022
Email
fu**@gmail.com
Location
Garden City, SC
Company
Workplace
Financial Planner
Boulder, CO
Industry
Financial Services, Business Services
Colleagues
Work History
Financial Planner
1909 26Th St SUITE 1A, Boulder, CO 80302
from Jul 2019
Business Owner
Agency owner for Horace Mann. Helped teachers and state employees better understand their retirement system and pension plans while also educating them on their group benefits, supplemental...
2010 — Jul 2019
Life Insurance Agent and Registered Representative, Horace Mann Investors
1 Horace Mann Plz, Springfield, IL
from 2010
Esl Teacher
Taught English and prepared students for a National English exam in Taiwan and South Korea.
2005 — 2010
Assistant Director
910 east Hamilton Ave SUITE 300, Campbell, CA 95008
Supervised up to 70 children and 14 staff during a six-week technology camp. Photographed activities and uploaded to server, communicated with parents, and partnered with director on daily o...
2006 — 2006
International Trip Leader
85 east Broadway Ave, Jackson, WY 83001
Led groups of up to 12 people on 1-3 week backpacking trips in Virginia, West Virginia, and Puerto Rico that included rock climbing, caving, kayaking, mountain biking, and scuba diving.
2002 — 2005
Dive Master
Led guests on diving trips in the Philippines and promoted Dive7000 resort at dive shows across the U.S. Created and maintained the resort website ensuring up-to-date, accurate, engaging inf...
2001 — 2003
Education
1996 — 2001
Occupations
Financial Broker
Financial Planner
Accountant
Finance and Accounting Specialist
Executive
Owner
Financial Management Analyst
Financial Services Sales Agent
Accounting Bookkeeper
Bookkeeper
Chief Executive
Skills
Strategic Planning
Finance
Retirement Planning
Retirement
Social Security
Life Insurance
Insurance
Microsoft Office
Customer Service
Team Building
Financial and Investment Planning
Risk Mitigation
Portfolio Management
Tax Planning
Retirement and Estate Planning
Annuities
Insurance Planning
Presentation Making
Relationship Building
Investor Relations
Financial Services
Client Consultation
Reporting
Money Guide Pro
Personal Financial Planning
Investments
Employee Benefits Design
Certified Financial Planner
Financial Guidance
Estate Planning