Resumes
Resumes
Financial Advisor
View pageLocation:
Newburyport, MA
Industry:
Financial Services
Work:
Putnam Investments
Senior Wealth Management Specialist
Putnam Investments Jun 1, 2012 - Oct 1, 2012
Dealer Marketing Services Representative
Putnam Investments Jun 1, 2012 - Oct 1, 2012
Senior Associate Advisor Consultant
Putnam Investments Jun 1, 2011 - Jun 1, 2012
Specialty Services Representative
Putnam Investments Aug 2008 - Jun 2011
Client Service Representative: Mutual Funds and Insurance Products
Senior Wealth Management Specialist
Putnam Investments Jun 1, 2012 - Oct 1, 2012
Dealer Marketing Services Representative
Putnam Investments Jun 1, 2012 - Oct 1, 2012
Senior Associate Advisor Consultant
Putnam Investments Jun 1, 2011 - Jun 1, 2012
Specialty Services Representative
Putnam Investments Aug 2008 - Jun 2011
Client Service Representative: Mutual Funds and Insurance Products
Education:
University of Massachusetts Amherst
Bachelors, Bachelor of Arts
Bachelors, Bachelor of Arts
Skills:
Sales Presentations
Sales
Securities
Asset Allocation
Alternative Investments
Iras
Equities
Variable Annuities
529 Plans
Salesforce.com
Bonds
401K Rollovers
Sales
Securities
Asset Allocation
Alternative Investments
Iras
Equities
Variable Annuities
529 Plans
Salesforce.com
Bonds
401K Rollovers
Certifications:
Series 7
Series 6
Series 63
Series 65
Series 6
Series 63
Series 65