Name variants:
Stacey Mongar,
Stacie Mongar,
Staci Mongar
Last updated Jun 17, 2024
Contact Information
Workplace
Colleagues
Work History
Regional Vice President
190 Trumbull St SUITE 301, Hartford, CT 06103
Do your clients hate taking RMD"s If so, please contact me and I will show you a way they can defer taking their RMD's. Are your clients scared they will outlive their retirement dollars If ...
Sep 2015 — Jan 2019
Financial and Insurance Resource Specialist
1415 12Th Ave southeast p/o box 2020, Jamestown, ND 58401
from Jan 2019
Investment Advisor Representative
11726 7 Gables Rd, Cincinnati, OH 45249
from Mar 2016
Regional Vice President
44 Mystic View Ln, Doylestown, PA 18901
Help financial advisors identify and meet the needs of their clients. Help train the advisors in my area on the current products available to them. Continue to build relationships through cu...
Sep 2013 — Sep 2015
Reg Representative
26 west Dry Creek Cir SUITE 800, Littleton, CO 80120
2013 — 2015
Account Executive
Connecticut
Sales assistant from June 2002 to 2004 Promoted to Account Excecutive from 2004 to 2011
Jun 2002 — May 2011
Education
1999 — 2002
Occupations
Scientist
Resource Specialist
Executive
Regional Vice President
Health Specialist
Certified Nurse Aide
Security
Conservation Scientist
Vice President
Chief Executive
Nurse
Nurse Practitioner
Skills
Insurance
Estate Planning
Retirement Planning
Financial Advisory
Fixed Annuities
Retirement
Life Insurance
Series 7
Long Term Care
Mutual Funds
Series 63
Wealth
Financial Planning
Customer Service
Financial Services
Consultative Selling
Finra