Bruce Udell is a skilled professional, who works in Asolo Repertory Theatre main office of which is in 954. as a Board of Directors since 2009. Bruce Udell gained professional experience in more than eight positions at various companies. Bruce Udell went to the University of Cincinnati and was studying from 1969 to 1973. This professional has professional qualifications: Clu, Chfc, and Mcep. Sarasota, Florida is the area, where this professional was known to live. This professional's email address and number can be accessed through SoftwareOfficial on demand.
Name variants:
Bruce Udell
Last updated Jul 05, 2024
Contact Information
Workplace
Board of Directors
Sarasota, FL
Industry
Performing Arts, Theater Companies & Dinner Theaters
Colleagues
Work History
Board of Directors
5555 north Tamiami Trl, Sarasota, FL 34231
Nonprofit
51-200 employees
Performing Arts industry
from Jan 2009
Registered Investment Advisor Representative
Wealth Management, Alternative Investments, Risk Planning, Customized Investment-Wealth Strategies
from Nov 1998
Chief Executive Officer
Financial services firm focused on estate planning for high net worth individuals and business succession planning for closely held business owners. I invented an estate planning system call...
from Oct 1976
Education
1969 — 1973
Occupations
Executive
Board Member
Treasurer
Accountant
Finance and Accounting Specialist
Management Team Executive
Operations Manager
Financial Officer
Financial Manager
Accounting Bookkeeper
Bookkeeper
Skills
Leadership
Estate Planning
Strategic Financial Planning
High Net Worth Individuals
Public Speaking
Training
Fixed Annuities
Wealth
Philanthropy
Life Insurance
FAQs about Bruce Udell
What's the main profession of Bruce Udell?
Bruce Udell is a Board of Directors.
What are the profession of Bruce?
These person's professions are Executive and Board Member
Where does Bruce Udell currently live?
Sarasota, Florida is the place where Bruce Udell lives
Where did Bruce Udell work?
This person worked at Asolo Repertory Theatre, Sarasota Manatee Jewish Federation.
What education does Bruce Udell have?
Bruce studied at the University of Cincinnati from 1969 to 1973.
Are there any professional certifications, that Bruce Udell has?
The professional received the following certifications: Clu, Chfc, Mcep, and Rfc.
What is the industry that Bruce Udell is connected to?
This professional works in Financial Services industry.
What are special skills of Bruce Udell?
Bruce has the following skills: Leadership, Estate Planning, Strategic Financial Planning, High Net Worth Individuals, Public Speaking, Training, Fixed Annuities, Wealth, and Philanthropy.