Resumes
Resumes

Institutional Relationship Manager At Cfra
View pageLocation:
Greater Boston Area
Industry:
Financial Services

Groã Raum Boston Und Umgebung
View pageLocation:
5 Crossbow Ln, North Andover, MA 01845
Industry:
Insurance
Work:
CFRA since Sep 2007
Vice President
RISKMETRICS GROUP (now part of MSCI) - Boston Jun 2005 - Sep 2007
Relationship Manager - Wealth Management
John Hancock Advisors Feb 2000 - Jun 2005
Client Relationship Administrator
Vice President
RISKMETRICS GROUP (now part of MSCI) - Boston Jun 2005 - Sep 2007
Relationship Manager - Wealth Management
John Hancock Advisors Feb 2000 - Jun 2005
Client Relationship Administrator
Education:
Roger Williams University 1995 - 1999
BS, Management Lesley University 2002 - 2004
MSM, Management
BS, Management Lesley University 2002 - 2004
MSM, Management
Skills:
Alternative Investments
Fixed Income
Cooling Water
Steam Boilers
Sales Operations
Financial Risk
Relationship Management
Investments
Cooling Towers
Digital Marketing
Water Treatment
Asset Allocation
Boilers
Equities
Sales Management
Wealth Management
Mutual Funds
Equity Research
Asset Management
Customer Service
Legionella
Email Marketing
Project Management
Sales Presentations
Securities
Hedge Funds
Investment Management
Fixed Income
Cooling Water
Steam Boilers
Sales Operations
Financial Risk
Relationship Management
Investments
Cooling Towers
Digital Marketing
Water Treatment
Asset Allocation
Boilers
Equities
Sales Management
Wealth Management
Mutual Funds
Equity Research
Asset Management
Customer Service
Legionella
Email Marketing
Project Management
Sales Presentations
Securities
Hedge Funds
Investment Management
Interests:
National Ski Patrol
Ussf Grade 7 Soccer Referee
Active Patroller at Waterville Valley
Member
Ussf Grade 7 Soccer Referee
Active Patroller at Waterville Valley
Member

Andrew Firmin North Andover, MA
View pageWork:
CFRA
New York, NY
Dec 2007 to Nov 2014
Institutional Relationship Manager
RiskMetrics Group
Cambridge, MA
Jun 2005 to Dec 2007
Account Manager
John Hancock Advisors
Boston, MA
Feb 2000 to Jun 2005
Client Relationship Administrator
New York, NY
Dec 2007 to Nov 2014
Institutional Relationship Manager
RiskMetrics Group
Cambridge, MA
Jun 2005 to Dec 2007
Account Manager
John Hancock Advisors
Boston, MA
Feb 2000 to Jun 2005
Client Relationship Administrator
Education:
Lesley University
Cambridge, MA
Feb 2005
Master of Science in Management
Roger Williams University
Bristol, RI
May 1999
Bachelor of Science in Business Management Core
Cambridge, MA
Feb 2005
Master of Science in Management
Roger Williams University
Bristol, RI
May 1999
Bachelor of Science in Business Management Core
Skills:
Cold Calling, Email Marketing, Proficient in MS Office, Project Management, Time Management, Strong Presenter