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Richard San Vicente

Mutual of Omaha - Reverse Mortgage

 

Member profile details

 

Preferred Contact Information

First name
Richard
Last name
San Vicente
Company
Mutual of Omaha - Reverse Mortgage
Position/Title
VP NW Area Sales Leader
Phone
9258486575
 

Member Profile

Membership Category
  • Associate (does not fall into any above categories)
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Special designation or specialization
MBA
How many years in current profession (# years)
16
Specifically, what is your role in estate planning or percentage of estate planning part of your pra
Encouraging and explaining why living trusts are important to my clients and also frequently working with Conservators, POAs and Fiduciaries

TEL: (925) 778-1165     EMAIL: TriValleyEPC@gmail.com  

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