Mike P Carlone is a high-skilled professional, working in Blueprint Investment Partners main office of which is in 300. as a National Sales Director since 2019. Mike P Carlone gained professional experience in more than six positions at various companies. Mike P Carlone went to the Rutgers University and got education there from 1999 to 2003. Millstone Township, New Jersey is the city, where this expert was known to live. Their email address and number are accessed through SoftwareOfficial on demand.
Name variants:
Michael Carlone
Contact Information
Last Update
Jul 5, 2022
Email
mi**@hotmail.com, mi**@address.com
Location
Millstone Township, NJ
Company
Blueprint Investment Partners Llc
Workplace
National Sales Director
Work History
National Sales Director
1250 Revolution Mill Dr SUITE 150, Greensboro, NC 27405
from Nov 2019
Regional Marketing Director
Pennsylvania
Eastern PA / Northern NJ
Increased sales 40% year over year in first 12 months in territory.
Brought in over $2.8million in March 2009 - the largest amount of sales in the territory in se...
Feb 1, 2008 — Jun 1, 2009
Internal Annuity Specialist
1585 Broadway, New York, NY 10003
Played integral role in 10% growth in year over year sales in southern territory.
Developed key relationships which helped create $550 million in annuity premiums for southern territory.
...
Feb 1, 2006 — Feb 1, 2008
Insurance Operations
1585 Broadway, New York, NY 10003
Responsible for assisting financial advisors with insurance business in the states of Massachusetts; Cooperated with state insurance departments to verify financial advisors were in complian...
Mar 1, 2004 — Feb 1, 2006
Education
1999 — 2003
Occupations
Executive
Director of National Sales
Manager
Territory Sales Manager
Sales Manager
Operations Manager
Skills
Investments
Mutual Funds
Financial Advisory
Retirement Planning
Fixed Annuities
Portfolio Management
Retirement
Financial Services
Fixed Income
Insurance
Financial Planners
Etfs
Trading
Series 7
Series 63
Management
Employee Benefits
Wealth Management
Alternative Investments
Finance
Asset Management
Asset Allocation
Securities
Equities