Colin R. McKenna
Founder @Everest Wealth Partners
Livingston, NJ, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Apr 2022 — Present
Founder @Everest Wealth Partners
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New York, NY, US
EDUCATION
2007 — 2007
The Wharton School, University of Pennsylvania
Certification in Retirement Planning, Retirement Planning
1982 — 1986
Seton Hall University
Bachelor of Science (BS) in Business Administration, Business Administration
SKILLS
Estate Planning StrategiesInvestmentsAsset ManagementVariable AnnuitiesStrategic CollaborationBrokerageAsset AllocationMutual FundsInsuranceStrategic Financial PlanningMutual Fund & Annuity StrategiesAsset ManagmentAct CrmCollege Education PlanningAsset Allocation StrategiesManagementTeam BuildingBusiness PlanningManage Client RelationshipsLife InsuranceRetirement PlanningInsurance Needs Analysis & StrategiesFixed Annuities
ABOUT COLIN R. MCKENNA
Financial Services Professional/Leader
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