Shelby George, JD, CEBS
Chief Executive Officer at PERKY- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Rochester, US
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Credentials
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Insurance Broker, Accident, Health, Life, Variable Life & Variable Annuity
New York State Department of Taxation and FinanceMay, 2021- Sep, 2024 -
Series 63
FINRA (Financial Industry Regulatory Authority)Jun, 2018- Sep, 2024 -
Series 6
Financial Industry Regulatory Authority (FINRA)May, 2017- Sep, 2024 -
Certified Financial Education Instructor (CFEI)
National Financial Educators CouncilFeb, 2017- Sep, 2024 -
Behavioral Financial Advice Certificate
Kaplan UniversityFeb, 2016- Sep, 2024 -
CEBS
International Foundation of Employee Benefit Plans (IFEBP)Jan, 2011- Sep, 2024
Experience
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PERKY
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Information Services
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Chief Executive Officer
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Dec 2018 - Present
PERKY, a trademark of Perspective Partners, empowers employees with interactive, reliable and clear guidance on their benefits. PERKY, a trademark of Perspective Partners, empowers employees with interactive, reliable and clear guidance on their benefits.
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Simon Business School, University of Rochester
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United States
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Higher Education
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100 - 200 Employee
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Professor
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Aug 2019 - Present
Refine students' managerial communication skills amidst evolving business practices and norms. Refine students' managerial communication skills amidst evolving business practices and norms.
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Education
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2001 - 2004
University of California, Hastings College of the Law
Juris Doctor -
1995 - 1999
Westmont College
BA, Political Science, emphasis in Political Theory
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