Sara Carvalho
Managing Consultant at Marsh McLennan Agency - New England
- Role
- Managing Consultant at Marsh McLennan Agency
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
Experience
Managing Consultant
Mar 2021 — Present · Boston, MA, US
Education
University of Massachusetts Lowell
Bachelor of Arts - BA, Psychology
1994 — 1998
Skills
- Retirement
- Erisa
- Series 7
- Asset Allocation
- Mutual Funds
- Customer Retention
- Customer Service
- 401k
- Investments
- Retirement Plan Consulting
- Pensions
- Iras
- Relationship Management
- Defined Benefit
- Retirement Planning
- Financial Services
- Series 63
- Investment Advisory
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.