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BR

Brett Roberts

Principal @Oakbridge Insurance

Raleigh, NC, US

EMAILS

b•••••••@oakbridgeinsurance.com

MOBILE NUMBERS

+15•••••••09

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WORK HISTORY

Nov 2023 — Present

Principal @Oakbridge Insurance

EDUCATION

N/A

University of North Carolina at Greensboro

Bachelor of Science in Finance

SKILLS

Account ManagementLong-Term CareRetirement PlanningDeferred CompensationUnderwritingHealthcareFinancial ServicesDefined BenefitCustomer ServiceRetirementStrategic Financial PlanningMedicareWorkers CompensationHipaa401kDisability InsuranceFixed AnnuitiesSalesEmployee BenefitsLife InsuranceTerm Life InsuranceHealth Savings AccountsHealth InsuranceBrokersManaged CareBenefits AdministrationStrategic PlanningInsuranceCobra

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ABOUT BRETT ROBERTS

President at Insurance Center of Durham

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