 | Business Planning | |
| Personal Planning | |
| Company Planning | |
| Bank Reconciliation | |
| New Business Start-up | |
| Quick Books Consultant | |
Charles D. Pulis, Jr.
Charles D. Pulis, Jr.
Charles D. Pulis, Jr.
Contact us:
908-595-2104
About Charles
Education
Business Experience
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CLU, ChFC, FLMI, CLTC
Insurance Co-Executive
Insurance Sales
Employee Benefit Specialist
Insurance Sales
Employee Benefit Specialist
Charles "Bud" Pulis Jr.
is an experienced broker with
over 30 years in the industry.
He currently focuses on developing
plans that fit the needs of the
individual or company, while
keeping it affordable and
cost effective.
is an experienced broker with
over 30 years in the industry.
He currently focuses on developing
plans that fit the needs of the
individual or company, while
keeping it affordable and
cost effective.
Dartmouth College: Bachelor of Arts in Economics
U.S. Naval Officers Candidate School: Commissioned Line Officer
New York University Graduate School: Accounting & Finance
American College of Insurance
Professional Designations:
► FLMI (Fellow Life Management Institute)
► CLU (Chartered Life Underwriter)
► ChFC (Chartered Financial Consultant)
► CLTC (Certified Long Term Care Consultant)
U.S. Naval Officers Candidate School: Commissioned Line Officer
New York University Graduate School: Accounting & Finance
American College of Insurance
Professional Designations:
► FLMI (Fellow Life Management Institute)
► CLU (Chartered Life Underwriter)
► ChFC (Chartered Financial Consultant)
► CLTC (Certified Long Term Care Consultant)
Executive Officer/Navigator, USS Shrike MSC201
Commercial Banking, CitiCorp, NYC
Corporate Vice President, US Life Corp., NYC
Employee Benefits Consultant, Wachovia Insurance Services
(formerly The Tribus Financial Group)
Employee Benefits and Insurance Advisor, Emerald Financial Resources
Commercial Banking, CitiCorp, NYC
Corporate Vice President, US Life Corp., NYC
Employee Benefits Consultant, Wachovia Insurance Services
(formerly The Tribus Financial Group)
Employee Benefits and Insurance Advisor, Emerald Financial Resources
Seminar Accreditation
New Jersey Board of Accountancy Certification for Seminar, CPE Credits
CPA/Law Forum Certification for Seminar, CPE Credits
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991 US Highway 22, Bridgewater. NJ