Todd Lawrence
Executive Vice President @Acentria Insurance
West Palm Beach, FL, US
EMAILS
t••••••••@acentria.com
MOBILE NUMBERS
+15•••••••10
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WORK HISTORY
Feb 2022 — Present
Executive Vice President @Acentria Insurance
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SKILLS
Investment ManagementRetirement PlanningSeries 63Risk ManagementRetirementFinancial PlanningInsurance401kStrategic Financial PlanningInvestmentsFixed AnnuitiesSecuritiesLife & Health Insurance LicensesGroup Benefit PlansFinancial ServicesMutual FundsInvestment StrategiesCustomer Relationship Management (Crm)Business Relationship BuildingBusiness Relationship ManagementFinanceCreditAsset AllocationSeries 7Wealth ManagementPortfolio ManagementCustomer ServiceEstate Planning
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