Lives in South Kingstown
Theresa transitioned into Insurance and Annuity Planning in 2008 after she moved home to Rhode Island from Florida where she was the Southeast Regional Relationship Manager for Indymac Bank. There she was responsible for production in nine states and 330 employees. She approached Thorp & Trainer in 2010 to become contracted to develop a Life, Long Term Care, and Disability Insurance division for the 100+-year-old insurance firm. At that time Thorp & Trainer was primarily focused on home, auto and business insurance. Now, as a full time Division Administrator, she is responsible for promoting the insurance solution product line, further branding the agency, and being a resource to the community for education in insurance planning. Theresa graduated from East Carolina University Business school in 2003 with a double major, and is enrolled in The American College pursuing her Chartered Life Underwriter (CLU), Certified Financial Planner (CFP), and Chartered Advisor for Senior Living (CASL) professional designations. She is also a published contributor for a finance column in Grace Magazine.
No comments on this item Please log in to comment by clicking here