Post by swanberg22 on Feb 29, 2008 22:41:36 GMT -5
Welcome to General Money Talk board! My name is Peter Swanberg. I graduated college from the University of ME in Orono with a bachelors degree in Business, with conentrations in Finance and MIS.
While there I was a member of an undergraduate student run investement group that managed nearly a $1,000,000.00, at that time, of the school's endowment fund. For the last two years I was the president of the group, running the meetings and managing all transactions the group decided upon.
From there I sold credit cards for MBNA for a summer before getting into the insurance business. I sold insurance for a company that catered to the retired population so I dealt a lot with Life Insurance, Long Term Care insurance, Medicare Supplements and Fixed Rate Annuities.
I am currently the Servicing Manager for a small community bank in ME, working with the back-office end of both loans and deposit accounts. I have specifically managed IRA accounts from the day-to-day paperwork to annual tax reporting for the past three years, and have been dubbed the bank's "IRA expert." I will tell you I know a lot, but it is near impossible to know everything there is to know about IRA's.
Feel free to ask anything about retirement planning and investing and I will help as best I can. I will remind you that I am not a lawyer or an accountant and I urge you to seek professional counsel or advice as everyone's circumstances can be unique.
Have Fun!!
- Peter
While there I was a member of an undergraduate student run investement group that managed nearly a $1,000,000.00, at that time, of the school's endowment fund. For the last two years I was the president of the group, running the meetings and managing all transactions the group decided upon.
From there I sold credit cards for MBNA for a summer before getting into the insurance business. I sold insurance for a company that catered to the retired population so I dealt a lot with Life Insurance, Long Term Care insurance, Medicare Supplements and Fixed Rate Annuities.
I am currently the Servicing Manager for a small community bank in ME, working with the back-office end of both loans and deposit accounts. I have specifically managed IRA accounts from the day-to-day paperwork to annual tax reporting for the past three years, and have been dubbed the bank's "IRA expert." I will tell you I know a lot, but it is near impossible to know everything there is to know about IRA's.
Feel free to ask anything about retirement planning and investing and I will help as best I can. I will remind you that I am not a lawyer or an accountant and I urge you to seek professional counsel or advice as everyone's circumstances can be unique.
Have Fun!!
- Peter