Edgar Montenegro - Regional Director/ Financial Planner, Prudential

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Work Background

Prudential FinancialRegional Director

Jun. 2023New York, United States• Develops relationships with business leaders within local communities • Develops Financial Professional Associates (FPAs) in the areas of relationship-based sales process, marketing strategy and client development

Nexus Point AdvisorsOwner

Mar. 2017Melville, New York, United StatesAuto, Home, Commercial Insurance.

Center for Wealth Preservation, LLCFinancial Representative

Apr. 2016 - Mar. 2023Syosset, NYI work with individuals and business owners and help position them so they live a life without compromise.

Strategies For Wealth- Guardian & Park Avenue SecuritiesSales Manager & Financial Advisor at Park Avenue Securities

May. 2011 - Mar. 2016Rye Brook, NYC, WoodburyProtection first financial institution. My goal is to help individuals and small businesses achieve financial balance and keep them there.

David Lerner Associates, Inc.Investment Counselor

Nov. 2008 - May. 2011White PlainsAssisted clients in receiving fixed income through their investments.

Genworth FinancialDirector of Marketing

Jan. 2008 - Nov. 2008Tarrytown

BNIPresident

Jan. 2007 - Dec. 2010Henry's On The Hudson- Peekskill, NY

FortunoffExecutive Manager

May. 2004 - Jan. 2008

PrimericaDistrict Sales Leader

Nov. 2002 - Jun. 2008Generated sales through networking. Developed long term financial plans for families based on future goals and current financial situation. Recruited, trained and developed teams in New York City and Long Island.