Paul Monterosso
Estate Manager
- Role
- Estate Manager at Empresa Privada
- Location
- Palm Beach, FL, US
- LinkedIn followers
- 500 followers
OperationsView LinkedIn profile
About Paul Monterosso
Experienced Business Consultant with a demonstrated history of working across industries;…
Experience
Estate Manager
Aug 2025 — Present · FL, US
Education
Uniform Securities License
Series 7
Curtis HS
College Prep Courses
1989 — 1993
Wagner College
Bachelor's degree, History and Political Science
2003
Uniform Securities License
Series 66
Skills
- Estate Planning
- Strategic Financial Planning
- Investments
- Securities
- Insurance
- Wealth
- Risk Management
- Financial Planners
- Financial Advisory
- Finance
- Long Term Care Insurance
- Employee Benefits
- Wealth Management
- Series 7
- Investment Strategies
- Investment Advisory
- Asset Management
- Portfolio Management
- Equities
- Fixed Income
- Income Protection
- Strategic Planning
- Financial Services
- Fixed Annuities
- Life Insurance
- Credit Repair
- Debt Restructuring
- Debt Settlement
- Retirement
- Retirement Planning
- Mutual Funds
- Mortgage Lending
- Financial Risk
- Asset Allocation
- Alternative Investments
- Long-Term Care
- Health Insurance
- Wealth Management Services
- Hedge Funds
- Disability Insurance
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.