Michael Lucidi
Director of New Business
Michael Lucidi is a skilled expert, that works in Cohn Financial Group A Division of Gbs Insurance and Financial Services, Inc main office of which is in 1. on the position of Director of New Business from 2017. Michael gained professional experience in more than six positions at various companies. Michael Lucidi went to the The American College of Financial Services and got education from 2004 to 2006. This professional has such professional qualifications as Cfp Board of Standards, License 107437, The American College, and License 107437. Phoenix, Arizona is the area, where the professional was known to be living. The person's phone and email are accessed through this website by request.
Name variants:
Mikael Lucidi,
Mychael Lucidi,
Mike Lucidi,
Mikey Lucidi,
Mick Lucidi,
Mickey Lucidi,
Micky Lucidi,
Michl Lucidi,
Mischa Lucidi
Last updated Jun 01, 2024
Contact Information
Last Update
Jul 13, 2022
Email
mb**@yahoo.com
Location
Phoenix, AZ
Company
Cohn Financial Group A Division of Gbs Insurance and Financial Services, Inc.
Workplace
Director of New Business
Work History
Director of New Business
5090 north 40Th St SUITE 180, Phoenix, AZ 85018
from Dec 2017
Director of Insurance Services
2398 east Camelback Rd SUITE 320, Phoenix, AZ 85016
We designed a process that helps entrepreneurs plan the same way that they think. Entrepreneurs spend a lot of time talking about proper planning, but for one reason or another the job never...
Jun 2011 — May 2014
Case Design and Client Service Analyst
5090 north 40Th St SUITE 180, Phoenix, AZ 85018
from May 2014
Vice President of Planning
125 west Main St, Greensburg, IN 47240
Life Insurance design for affluent and high net worth individuals, athletes, entertainers
Nov 2005 — Jun 2011
Senior Financial Advisor
17011 Beach Blvd SUITE 800, Huntington Beach, CA 92647
Dec 1999 — Nov 2005
Education
2004 — 2006
1994 — 1998
Occupations
Executive
Director
Operations Manager
Skills
Life Insurance
Term Life Insurance
Variable
Insurance
Project Planning
Strategic Financial Planning
Retirement Planning
Retirement
Fixed Annuities
Investments
Estate Planning
Disability Insurance
Wealth Management
Risk Management
Series 7
Strategic Planning
Employee Benefits
Long Term Care
Succession Planning
401K
Public Speaking
New Business Development
Budgets
Finance
Series 6
Financial Planning