Consultant: |
Sherry G. O’Leary, CEBS, CLU, ChFC |
Address: |
620 Hinesburg Road Suite 3D PO Box 2363 So Burlington, VT 05407-2363 |
Phone: |
(802) 865-0239 |
| eMail: | soleary@nbmus.com |
Category: |
Employee Benefits Consulting |
Sherry O’Leary is a principal with Northeast Benefits Managment LLC.
NBM offers a full spectrum of benefits consulting services, including specialized consulting on fully insured, self-insured and self-funded Health & Welfare Employee Benefit Plans, specifically life, short- and long-term disability, medical, and dental; cafeteria plan design and administration; retirement plan design, analysis and administration including profit sharing, 401(k), defined benefit as well as nonqualified options.
Ms. O’Leary brings to her current position considerable experience in the life/health insurance, retirement and securities industries, of which she was a part for more than ten years. She holds a CLU designation in life and health insurance and is a Chartered Financial Consultant in financial planning. Ms. O’Leary holds a License as an Insurance/Variable Annuity Consultant in Vermont, one of only two state residents to do so. She also holds a CEBS designation in employee benefits, which makes her one of only two in the state. She is presently a member of both the Society of Financial Service Professionals and the International Society of Certified Employee Benefit Specialists. LICENSING/DESIGNATIONS: SPECIALIZATION: |