Mary Jo Sorrentino Kerrigan

Mary Jo Sorrentino Kerrigan

Financial Advisor @Equitable Advisors

New York, NY, US
EMAILS
m••••••••@equitable.com
MOBILE NUMBERS
+13•••••••19

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WORK HISTORY

Jan 2025 — Present

Financial Advisor @Equitable Advisors

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EDUCATION

2004 — 2008

Rensselaer Polytechnic Institute

BS, Managment, Mathematics

2026

Rutgers University - Camden

Certificate in Business Analytics

2011 — 2013

University of Notre Dame - Mendoza College of Business

MBA, Investments

SKILLS

FinanceAnalysisFinancial AnalysisFinancial ServicesMicrosoft ExcelInsuranceData AnalysisStrategic PlanningCross-Functional Team LeadershipFixed IncomeProject ManagementMicrosoft OfficeAnalytical SkillsLeadershipFinancial ModelingStrategyManagementTeam BuildingAnalyticsRetirement PlanningTeam LeadershipTime Management

ABOUT MARY JO SORRENTINO KERRIGAN

Passionate about assisting clients with their financial strategies at all stages of their lives, I am dedicated to helping you and your loved ones attain financial independence.I bring over a decade of expertise in managing IRA products and a proven track record in the Financial Services and Wealth Management sectors. As a dedicated professional, I excel in developing data-driven insights that inform and enhance strategy and customer experiences.Currently, I also serve as the Finance Committee Chair and a member of the Board of Trustees for the Rensselaer Newman Foundation. Connect with me to explore how I can help you achieve your financial goals.Use the following link to schedule a meeting.https://calendar.cirrusinsight.com/schedule/maryjo-kerrigan

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Mary Jo Sorrentino Kerrigan — Email, Phone Number & Contact Info | Unifers