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Annie Roman

Case Design Specialist at The Smith Companies, Ltd.
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About Annie Roman

Annie Roman is Case Design Specialist of The Smith Companies, Ltd. based in 225 Friend St, Ste. 600 Boston, Massachusetts 02114, US. Previously worked at Gentry Partners, LTD as a Case Design Marketing Specialist. The Smith Companies, Ltd. is a Finance, Insurance company in 225 Friend St, Ste. 600 Boston, Massachusetts 02114, US with 17 employees.

Annie Roman has 41 years of professional experience, with an average of 6 years per position throughout their career. Their recent employment history shows 0 changes in the past 3 years, with high job stability. they do not have Fortune 500 company experience.

Annie Roman holds a Associate's degree degree from Quincy College. Their career does not include experience at a global enterprise, with a base location in Greater Boston, us.

Annie Roman Social
Annie Roman Work
Annie Roman have been working for 41 years. Currently Annie Roman is the Case Design Specialist @The Smith Companies, Ltd., with experience in Case Design Marketing Specialist @Gentry Partners, LTD
Case Design Specialist
Jun 2018 - Present · 7 years
Gentry Partners, LTD
Case Design Marketing Specialist
Mar 2016 - Mar 2018 · 2 years
Benefit Analyst
Aug 2015 - Mar 2016 · 7 months
About Annie Roman's Current Company

The Smith Companies, Ltd. is founded in 1985, operates from its headquarter in 225 Friend St, Ste. 600 Boston, Massachusetts 02114, US. The company operates in the Finance, Insurance sector.

The Smith Companies, Ltd. specializes in Advanced planning, Wealth conservation, Life insurance integration, Estate planning, Business planning, Financial planning, and offers services including Sophisticated solutions for insurance professionals, Financial planning services, and Estate planning services.

Year Founded
1985
Social Media
Linkedin
Primary Industry
Finance, Insurance
HQ Location
225 Friend St, Ste. 600 Boston, Massachusetts 02114, US
Expertise
Advanced planningWealth conservationLife insurance integrationEstate planningBusiness planningFinancial planning
Solutions
Sophisticated solutions for insurance professionalsFinancial planning servicesEstate planning servicesBusiness planning services
Keywords
Financial ServicesFinancial PlanningWealth ManagementInsurance SolutionsInsurance ProfessionalsInvestment AdvisoryAdvanced PlanningRetirement SolutionsRetirement PlanningInvestment Strategies
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Annie Roman Education

Annie Roman completed at Quincy College (Present) , at Suffolk University (Present) , etc

Quincy College
Business Administration and Management, General
Present
Suffolk University
Business
Present
Annie Roman Skills
Other
Fixed Annuities, Retirement, Retirement Planning, Estate Planning, Disability Insurance, Life Insurance, Insurance, Long-term Care, Term Life Insurance, Universal Life

Annie Roman Email & Phone number

These email and Phone numbers are the most updated and verified contact information for Annie Roman found in 2025.

  • Email AddressA**@smithcompany.comPersonal Email
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  • Phone Number(xxx)xxx-xxxxPersonal Phone
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