Andre Habib
Acton, Massachusetts,United States
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Andre Habib is a seasoned financial services professional dedicated to helping individuals, families, and business owners achieve their long-term financial security and goals. With distinguished credentials including the Chartered Life Underwriter (CLU) and Life Underwriter Training Council Fellow (LUTCF), Andre possesses in-depth knowledge of life insurance, estate planning, retirement solutions, and wealth management strategies. He is committed to understanding each client's unique circumstances and aspirations, providing personalized advice and comprehensive financial plans. Andre's approach is built on trust, integrity, and a commitment to ongoing professional development to best serve his clients' evolving needs in a complex financial landscape.
Professional Summary
Andre Habib's work history includes a series of influential roles in various companies. Here is a detailed list of his professional journey:
Notable Achievements
Chartered Life Underwriter (CLU)
A prestigious designation in the insurance and financial services industry, signifying advanced expertise in life insurance, estate planning, and business succession planning. It requires rigorous coursework and adherence to high ethical standards.
Life Underwriter Training Council Fellow (LUTCF)
A professional designation indicating a foundational understanding of life insurance products, needs analysis, and ethical sales practices, demonstrating a commitment to serving client needs effectively.
Long-term Client Relationship Builder
Successfully fostering and maintaining multi-generational client relationships through consistent, trustworthy advice and dedicated service, leading to high client retention and referrals.
Educational Background
Bachelor of Sciense, Business Administration and Economics
University of La Verne - Year 1977
University of La Verne
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Company Overview
Santander Bank, N.A.Santander Bank, N.A. is a U.S. full-service commercial bank and a wholly-owned subsidiary of the Madrid-based Santander Group. Headquartered in Boston, Massachusetts, it primarily serves the Northeastern United States. The bank offers a wide range of personal, business, and corporate banking products and services, including checking and savings accounts, credit cards, mortgages, loans, investments, and wealth management. It evolved from Sovereign Bank, which was acquired by Santander Group and rebranded in 2013.
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