Years of experience: 21

FinanceBusiness OwnerSportsMarketingUnited StatesFinancial Planner

Trust Score

Highly reliable; strong professional involvement.

70%
Edgar's Career Path
Regional DirectorJun. 2023 -
Present
Prudential FinancialRegional Director
New 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
OwnerMar. 2017 -
Present
Nexus Point AdvisorsOwner
Melville, New York, United StatesAuto, Home, Commercial Insurance.
Financial RepresentativeApr. 2016 -
Mar. 2023
Center for Wealth Preservation, LLCFinancial Representative
Syosset, NYI work with individuals and business owners and help position them so they live a life without compromise.

Edgar's Posts

  • About myself

    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 ma

  • Interesting topics

    Hello, I am expanding my professional network. I am interested in meeting business owners and like minded entrepreneurs.

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