Pankaj Udeshi is a skilled professional, who works in Opes One Advisors main office of which is in 2. on the position of Life and Disability Insurance and Retirement Plan Specialist since 2008. This expert gained professional experience in more than three positions at different companies. Pankaj Udeshi went to the Texas Christian University and got education there from 1983 to 1984. Dallas, Texas is the city, where the professional was known to settle. This person's email address and phone number are easily accessed through SoftwareOfficial by request.
Name variants:
Pankaj Udeshi
Last updated Jun 01, 2024
Contact Information
Workplace
Life and Disability Insurance and Retirement Plan Specialist
Addison, TX
Industry
Financial Services
Colleagues
Work History
Life and Disability Insurance and Retirement Plan Specialist
15303 north Dallas Pkwy SUITE 550, Addison, TX 75001
Small business owners and professionals such as Doctors and Dentists face a lot of risks which can be overwhelming. I help them to mitigate those risks. They look to me to bring ideas to the...
from Aug 2008
Financial Advisor
10 Hudson Yards, New York, NY
I partner with clients to educate them on strategies consistent with achieving their goals. I enjoy and strive for excellence, assisting business owners and professionals protect their asset...
from Aug 2008
Financial Advisor
Managed portfolios with a variety of investments such as private Limited partnerships, Structured products, REITs for accredited investors, small Businesses and Medical professionals.
Feb 2006 — Jul 2007
Education
Occupations
Financial Broker
Financial Consultant
Accountant
Pension Administrator
Health Specialist
Certified Nurse Aide
Finance and Accounting Specialist
Executive
Partner
Financial Services Professional
Financial Services Sales Agent
Compensations and Benefits
Nurse
Nurse Practitioner
Accounting Bookkeeper
Bookkeeper
Chief Executive
Skills
Retirement Planning
Disability Insurance
Estate Planning
Insurance
FAQs about Pankaj Udeshi
What is the main profession of Pankaj Udeshi?
This professional's job is Financial Advisor
What jobs is Pankaj a professional at?
Pankaj Udeshi is proficient at such jobs as Financial Broker and Financial Consultant.
Where does Pankaj Udeshi live?
The expert lives in Dallas, Texas.
What is Pankaj Udeshi's email?
Pankaj's email is pa**@glic.com.
How many companies did Pankaj Udeshi work at?
Pankaj Udeshi worked at three jobs.
What education does Pankaj Udeshi have?
Pankaj studied at the Texas Christian University from 1983 to 1984.
What languages does Pankaj Udeshi speak?
Pankaj Udeshi speaks French.
What is the industry that Pankaj Udeshi worked in?
This professional works in Financial Services industry.