Kara Perry

Kara Perry

Chief Operating Officer at Synergy Wealth Solutions - MassMutual
St. Louis, Missouri, United States

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Work Experience

Synergy Wealth Solutions, a MassMutual Firm

Chief Operating Officer

2016-07-01 - Present

MetLife

Operations Director

2009-02-01 - 2016-07-01

Cornerstone Financial Group; New England Financial, MetLife

Assistant Operations Manager

2008-10-01 - 2009-02-01

Skills

insurance retirement investments mutual funds whole life insurance term life insurance wealth management services annuities tax sheltered annuities variable universal life insurance fixed & variable annuities disability income insurance estate conversion strategies education funding strategies universal life insurance charitable giving strategies pension payout alternatives stocks bonds managed accounts protection products retirement strategy services financial planning

Languages

English