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Michael Perillo
President at Perillo Planners, Inc
Financial expert with insurance and investment expertise.
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Location
Brooklyn, New York, United States, US
Skills
- Insurance
- Financial Planning
- Investments
- Mutual Funds
- Property And Casualty Insurance
- Show all
Bio
Generated by
Topline AI
Michael Perillo is a seasoned financial professional with expertise in insurance, financial planning, and investments. He has managed various sectors of business and has a strong background in sales and management. Perillo holds a CFP certification and has worked with several companies, including Perillo Planners, Inc. and Connecticut Mutual Life.
Credentials
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CFP
NY State Financial Service
Experience
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Perillo Planners, Inc
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Brooklyn, NY
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President
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Jun 2015 - Present
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Brooklyn, NY
managing all sectors of the incoming and outgoing business
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perillo planners
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NYC
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President
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Apr 1985 - 2015
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NYC
consultation: fee only ; financial planning; all kinds of insurance; retirement planning; family and estateplanning;
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Conneticut Mutual Life
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42 St, NYC
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Managing Broker
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Apr 1978 - Jun 1982
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42 St, NYC
Recruiting new brokers to join sales force and create health insurance business
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Education
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1966 - 1970St. Francis College
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1966 -
Adelphi CFP and St Francis C, BA-BS
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Financial Services”
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