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Carey L. Rothbardt

Benefits Advisor @AMBA

Chicago, IL, US
EMAILS
c••••••••@amba.info
MOBILE NUMBERS
+18•••••••68

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WORK HISTORY

Feb 2024 — Present

Benefits Advisor @AMBA

Austin, TX, US

As a Benefits Advisor for the Association Member Benefits Advisor (AMBA) In relationship with the Illinois Retirement Teacher Association (IRTA). I assist in providing Dental and Vision insurance and help with gaps in coverage for active and retired teachers. I also offer the same coverage for public employees. AMBA offers the following benefits: Cancer, heart, stroke, LTC, short-term health care, life insurance, emergency ambulance coverage, Medicare supplements, and more. AMBA’s relationship with the American Senior Benefits Association (ASBA) provides me with additional opportunities to provide benefits to Senior Communities and other associations focusing on aging in place, asset protection, and additional areas where help is needed.

EDUCATION

1990 — 1994

Northeastern Illinois University

B.A., Speech Communication and Human Resource Development

1997 — 2000

North Park University

M.B.A, Marketing/Sales Management and a Certificate in Organizational Behavior

SKILLS

Asset AllocationMutual FundsRisk ManagementLoansProgram ManagementDisability InsuranceStrategic PlanningEquitiesSales OperationsCustomer RetentionInvestmentsRetirementFixed AnnuitiesEmployee Benefits401kFinancial AnalysisHuman ResourcesNegotiationSalesFinancial PlannersRecruitingWealth ManagementMergers & AcquisitionsInsuranceManagementCold CallingFinancial ServicesAlternative InvestmentsSeries 63MarketingAsset ManagementSuccession PlanningLife InsuranceRelationship ManagementTerm Life InsuranceSmall BusinessFinanceSecuritiesPublic SpeakingEstate Planning

ABOUT CAREY L. ROTHBARDT

Have you ever met someone with whom you’ve been connected for most of your life? That’s…

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