Kerry Newbert CFP

Kerry Newbert is a seasoned professional with a diverse skillset in General Management, Team Building, Business Development, Customer Service, and Financial Analysis. He studied bs, accounting at Upsala College, CFP program at Fairleigh Dickinson University, and Project management at Middlesex County College. Newbert's experience spans several key roles, including his time as VP of Operations at MCST Preferred Transportation and AVP Relationship Manager at Wachovia Bank. Additionally, he was a part of the training and marketing teams at Plymouth Rock Assurance, contributing significantly to their success. Newbert's biggest psychological and physical challenges have been completing a 3-day Mazda Cup race school and biking 2,500 miles while working full time and being family-oriented.