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Gabriel N Defeo

from Lincoln, RI
Age ~52

Gabriel Defeo Phones & Addresses

  • 6 Paddock Dr, Lincoln, RI 02865 (401) 632-9883
  • 31 Bennett St, Johnston, RI 02919 (401) 943-9983
  • 35 Pollett St, Cumberland, RI 02864 (401) 723-9053
  • Clearwater, FL
  • Cranston, RI

Work

Company: Bank of america Jan 2000 to Nov 2006 Position: Vice presicent - financial consultant

Education

School / High School: Rhode Island College

Skills

Series 7 • Series 63 • Series 65 • Life Insurance • 401K • Asset Allocation • Wealth Management • Retirement • Financial Services • Mutual Funds • Certified Financial Planner • Investments • 401K Rollovers • Alternative Investments • Banking • Financial Advisory • Investment Management • Retirement Planning • Fixed Annuities • Investment Strategies • Risk Management • Investment Advisory • Bonds • Uniform Combined State Law • Series 24 • Series 6 • Financial Planning

Ranks

Certificate: Crc®

Industries

Financial Services

Resumes

Resumes

Gabriel Defeo Photo 1

Senior Vice President Financial Advisor, Crcâ

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Location:
6 Paddock Dr, Lincoln, RI 02865
Industry:
Financial Services
Work:
Bank of America Jan 2000 - Nov 2006
Vice Presicent - Financial Consultant

Citizens Investment Services Jan 2000 - Nov 2006
Senior Vice President Financial Advisor, Crcâ
Education:
Rhode Island College
Skills:
Series 7
Series 63
Series 65
Life Insurance
401K
Asset Allocation
Wealth Management
Retirement
Financial Services
Mutual Funds
Certified Financial Planner
Investments
401K Rollovers
Alternative Investments
Banking
Financial Advisory
Investment Management
Retirement Planning
Fixed Annuities
Investment Strategies
Risk Management
Investment Advisory
Bonds
Uniform Combined State Law
Series 24
Series 6
Financial Planning
Certifications:
Crc®
Gabriel N Defeo from Lincoln, RI, age ~52 Get Report