Sherry Ann Coelho
Financial Services Executive with Specialties in Retirement Plans and Personal Finance
- Role
- Managing Director, Key Accounts at Prudential Financial
- Location
- Hartford, CT, US
- LinkedIn followers
- 500 followers
Sales & Business DevelopmentView LinkedIn profile
About Sherry Ann Coelho
I have 25+ years of experience in the Financial Services industry with an expertise in…
Experience
Managing Director, Key Accounts
Nov 2010 — Present · Hartford, CT, US
Education
University of Connecticut
Bachelor of Science - BS
1981 — 1985
Skills
- Plant Design
- Defined Contribution
- Investment Oversight
- Retirement
- Retirement Planning
- Investment Management
- Oversight
- Business Relationship Management
- Plan Transition
- Client Management
- Insurance
- 401(K) Retirement Savings Plans
- Series 63
- Fixed Annuities
- Securities
- Relationship Management
- Investments
- Administrative Oversight
- Mutual Funds
- 401k
- Financial Services
- Crm
- Management
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