Frank Rodbell
Partner at Blue Harbor Benefits- Claim this Profile
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Bio
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Credentials
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Chartered Life Underwriter, Chartered Financial Consultant
Society of Financial ConsultantsNov, 1985- Sep, 2024
Experience
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Blue Harbor Benefits
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United States
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Insurance
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1 - 100 Employee
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Partner
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Dec 1997 - Present
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Academy Financial Benefit Services LLC
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United States
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Investment Management
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Consultant
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Oct 2014 - Dec 2022
Advise clients on health insurance (medical, dental, vision, disability, long-term care) and life insurance Advise clients on health insurance (medical, dental, vision, disability, long-term care) and life insurance
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Chapter Treasurer
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Oct 2014 - Dec 2022
Keep financial records with Quickbooks. Pay vendors. Reimburse volunteers. Also mentor Score clients establishing and running their businesses. Keep financial records with Quickbooks. Pay vendors. Reimburse volunteers. Also mentor Score clients establishing and running their businesses.
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President
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Apr 2004 - Mar 2016
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Consultant
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Dec 1991 - Oct 2014
Advise clients on health insurance (medical, dental, vision, disability, long-term care) and life insurance Advise clients on health insurance (medical, dental, vision, disability, long-term care) and life insurance
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First Financial Group
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United States
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Financial Services
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1 - 100 Employee
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Life and health insurance. Securities Representative Series 7
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Aug 1985 - Aug 1991
Financial Consultant Financial Consultant
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Education
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University of Pennsylvania - The Wharton School
BS in Economics, Industrial Management -
The American College
CLU, ChFC