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Michael J. Winters, CLCS, CLTC

Michael J. Winters, CLCS, CLTC

Financial Advisor

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  • Timeline

  • About me

    Senior Territory Manager at Penn National Insurance

  • Education

    • Saint Joseph's Preparatory School

      1985 - 1988
      High School

    • Saint Francis University

      1989 - 1992
      Bachelor’s Degree Business, Management, Marketing, and Related Support Services Minor: Economics

      Activities and Societies: Tau Kappa Epsilon Division 1 Soccer

  • Experience

    • INVEST Financial

      Jul 1994 - Jul 1999
      Financial Advisor

    • 1717 Capital Management Company

      Jul 1999 - Nov 2003
      Senior Product Specialist

    • Allstate Financial Services, LLC

      Nov 2003 - Jun 2015
      Senior Wealth Management Advisor

    • Nationwide

      Jun 2015 - Jan 2021
      Regional Sales Manager Northern New England Territory ME, NH, VT & MA

    • Berkley Management Protection (a Berkley Company)

      Sept 2021 - Oct 2022
      Assistant Vice President

    • Penn National Insurance

      Oct 2022 - now
      Senior Territory Manager

  • Licenses & Certifications

    • CLCS

    • CLTC

    • Farm Certified

    • Life Accident and Health License

    • Property Casualty License

    • Series 26

    • Series 6

    • Series 63

    • Series 7

    • Coaching and Developing Employees

      LinkedIn
      Apr 2020
      View certificate certificate