Oren Kugler from 40 Westway, Hartford, CT 06109, Phone: 860 721-7375

Oren Kugler Phones & Addresses

40 Westway, Wethersfield, CT 06109 • 860 721-7375
50 Wright Rd, Wethersfield, CT 06109 • 860 257-1381

Work

Company:

Waddell & reed financial advisors
2011
Position:

Financial advisor

Education

School / High School:

Trinity College- Hartford, CT
Specialities:

Bachelor of Arts in Economics

Resumes

Oren F Kugler

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Location:

50 Wright Rd, Wethersfield, CT 06109

Industry:

Financial Services

Work:

The Money Source Inc. Apr 2018 - Jul 2018
Project Manager
People's United Bank Jan 2013 - Feb 2018
Financial Advisor
Waddell & Reed Oct 2011 - Dec 2012
Senior Vice President, Investments
Merrill Lynch Jan 2009 - Oct 2011
Vice President- Investments
Bank of America Dec 2002 - Jan 2009
Assistant Vice President - Investments

Education:

Trinity College - Hartford 1994 - 1998
Bachelors, Bachelor of Arts, Economics

Skills:

Financial Advisory
Estate Planning
Investment Strategies
Corporate Lending
401K Rollovers
Life Insurance
Health Insurance
Variable Annuities
Fixed Annuities
Retirement Plan Consulting
Public Speaking
Event Planning
Event Management
Team Building
Team Management
Client Development
Client Education
Marketing Strategy
Strategic Planning
Financial Markets

Retired

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Location:

Wethersfield, CT

Industry:

Airlines/Aviation

Oren Kugler Wethersfield, CT

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Work:

Waddell & Reed Financial Advisors

2011 to 2000
Financial Advisor Merrill Lynch

2011 to 2011
Vice President Merrill Lynch
West Hartford, CT
2009 to 2011
Assistant Vice President Merrill Lynch

2009 to 2011
Assistant Vice President Banc Of America Investments, Inc, Hartford
Newington, CT
2002 to 2009
Assistant Vice President Smith Barney
Hartford, CT
2000 to 2002
Financial Advisor Merrill Lynch, Hartford
Litchfield, CT
1998 to 2000
Financial Advisor

Education:

Trinity College
Hartford, CT
Bachelor of Arts in Economics