VP, Marketing & Communications@David Lerner Associates, Inc.
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Edgar Montenegro
Regional Director/ Financial Planner@Prudential
Verified
Edgar Montenegro, as the Regional Director and Financial Planner at Prudential, you are responsible for overseeing financial planning operations within your region. This involves setting strategic goals, monitoring financial performance, and ensuring compliance with company policies and regulations. Your role also requires you to develop strong relationships with clients and provide them with personalized financial advice based on their individual needs and goals. Your expertise in financial planning and maMore...