Top Financial Services Representatives in Greater Boston Area
Lacey James
Senior Administrative Assistant - Institutional Sales
Greater Boston Area
Senior Administrative Assistant - Institutional Sales
Executive Assistant
Licensed Agent
Financial Services Representative
New Business Development, B2B Sales Consultant
Sales & Business Development Support - Administrative Assistant
Premier Account Manager
Small Business Owner
Rockstar Intern
Cosmetic Counter Manager
State University of New York at Buffalo
Recommendations: 5
Customer Service
Sales
Public Speaking
Networking
Consulting
Time Management
Small Business
Asset Protection
l****[email protected]
Daniel Kim
Senior Business Analyst (Product Consultant)
Greater Boston Area
Senior Business Analyst (Product Consultant)
Business Analyst - Officer
Global Services Operations Manager - Senior Associate
Asset Manager Services - Client Service Associate
Investment Analyst and Co-Portfolio Manager
Financial Services Representative
Member Service Representative
Customer Service Representative
California State University-Long Beach - College of Business Administration
Recommendations: 4
Portfolio Management
Financial Reporting
Trading
Compliance
Client Service
Excel
Business Analysis
Business Strategy
d****[email protected]
d****[email protected]
Coilin Jones
Operations
Greater Boston Area
Operations
Store Manager
Forwards Coach
Senior Small Business Specialist
Member account manager
Financial Services Representative, Investment Advisor Representative
General Manager
Operations/General Manager
Trainee Management Program
Galway Mayo Institute of Technology (GMIT)
Belvedere College
Recommendations: 2
Coaching
Customer Service
Business Management
Account Management
Recruiting
Sales
Management
CRM
c****[email protected]
Michael Zucco
Band Leader
Greater Boston Area
Band Leader
Financial Services Representative
Accounts Receivable Representative
Dispatch Supervisor
University of Massachusetts Boston
University of Massachusetts, Amherst
Recommendations: 2
Sales
Management
Team Building
Performing Arts
Live Sound
Soul
Team Leadership
Promotions
z****[email protected]
Robert Hughes III
Branch Manager
Greater Boston Area
Branch Manager
Branch Manager II
Financial Specialist
Financial Services Representative
Wentworth Institute of Technology
Recommendations: 0
Financial Services
Banking
Credit
Sales
Loans
Finance
Retail Banking
Financial Analysis
h****[email protected]
William Starratt, ARM
Risk Management Associate
Greater Boston Area
Risk Management Associate
Account Specialist
Financial Services Representative-Intern
Group Leader
Temple University - Fox School of Business and Management
Temple University - Fox School of Business and Management
Recommendations: 0
Insurance
Microsoft Office
Microsoft Excel
Property & Casualty...
Risk Management
Life Insurance
PowerPoint
Microsoft Word
w****[email protected]
James Mark
Sr. Director of Finance, Global Business Planning
Greater Boston Area
Sr. Director of Finance, Global Business Planning
Director, Finance - Global Marketing and Sales
CFO and Director, Tokyo Disney Resort
Senior Finance Manager, Domestic Merchandise
Senior Manager, Banking Division
Manager, Strategic Planning and Business Development
Senior Financial Services Representative
Financial Services Professional
National Public Policy Fellow
Paralegal
Intern
Pepperdine University, The George L. Graziadio School of Business and Management
University of Richmond
Recommendations: 0
Public Speaking
Leadership Development
Training
Budget
Financial Modeling
Strategy
Financial Analysis
Strategic Partnerships
j****[email protected]
Ethan C. Betts LUTCF, CLTC
Financial Services Representative
Greater Boston Area
Financial Services Representative
Account Executive
Financial Analyst Intern
Colby Sawyer College
Recommendations: 0
Retirement
Insurance
Asset Allocation
Financial Services
Finance
Retirement Planning
Small Business
Employee Benefits
e****[email protected]
Joseph McParland
Financial Services Representative
Greater Boston Area
Financial Services Representative
Financial Representative
Senior Reverse Mortgage Advisor
Financial Representative
719th Movement Control Battalion
Regional Vice President, Financial Planning Resources
Financial Representative
US Army Command and General Staff College
Norwich University
Recommendations: 0
Financial Planner
Logistics Planning
Senior Living
Mortgage Lending
Reverse Mortgages
Loans
Credit
Retirement
j****[email protected]
Juan Bonilla
Deputy Director
Greater Boston Area
Deputy Director
Course Instructor for NHN Learning Alliance
Director of Asset Building & Homeownership
Financial Services Representative/Compliance Officer
Bowdoin College
Recommendations: 0
Nonprofits
Community Outreach
Program Development
Community Development
Public Speaking
Program Evaluation
Strategic Planning
Workshop Facilitation
j****[email protected]
Jessica Keogh
Senior Human Resources Business Partner
Greater Boston Area
Senior Human Resources Business Partner
Senior Human Resources Generalist & Benefits Manager
Director of Human Resources
Associate Financial Services Representative
Baruch College
Boston University
Recommendations: 0
j****[email protected]
Robert Gleavy
Senior Sales Manager - Team Lead
Greater Boston Area
Senior Sales Manager - Team Lead
Business Development Manager
Financial Services Representative
University of Massachusetts Dartmouth
Archbishop Williams Highschool
Recommendations: 0
r****[email protected]
Oliver O'Brien
Sr. Sales Coordinator
Greater Boston Area
Sr. Sales Coordinator
Licensed Banker
Financial Services Representative
University of Massachusetts Boston
The Citadel
Recommendations: 0
Operations Management
Strategic Planning
Transportation
Customer Service
Negotiation
Income Statement
Microsoft Excel
Financial Analysis
o****[email protected]
Robert Leonard
Senior Financial Analyst, FP&A/Treasury
Greater Boston Area
Senior Financial Analyst, FP&A/Treasury
VP, Growth & Innovation
Loan Officer/Financial Services Representative
Financial Service Representative
Financial Analyst, Fixed Assets
Financial Analyst, FP&A
Podcast Host, Millennial Investing
Podcast Host, Real Estate Investing
Teller
Corporate Finance Manager, FP&A/Treasury
University of Massachusetts Lowell
University of Massachusetts Lowell
Recommendations: 0
r****[email protected]
Tara Cerretani
Staff Assistant
Greater Boston Area
Staff Assistant
Tour Guide
Executive Assistant
Accounting Manager
Financial Services Representative
Resident Advisor
University Information Center Staff
On-Campus Housing Assignments Staff
Harvard University
University of Phoenix
Boston University
Recommendations: 0
Community Outreach
Non-profits
Student Affairs
Art History
Museum Collections
Museums
Research
Event Management
t****[email protected]
Reza Taksokhan
Senior Technical Project Associate
Greater Boston Area
Senior Technical Project Associate
Client Service Center Analyst
Financial Analyst
Financial Services Representative
Lab Technician
University of Massachusetts at Lowell
Recommendations: 0
SQL
Corporate Finance
Healthcare Management
Technical Documentation
Technical Writing
Technical Support
Product Management
HTML
r****[email protected]
Adam M Hogue, MBA, CFP ®
Founder & CEO
Greater Boston Area
Founder & CEO
Captain-Company Commander
Financial Advisor
Captain-Operations Officer
Financial Services Representative
Captain-Operations and Logistics Officer
Account Executive
Lieutenant-Platoon Leader
Boston University
Fitchburg State University
University of Nebraska at Kearney
University of Massachusetts at Lowell
Recommendations: 0
a****[email protected]
Tim Hayes
Investment Advisor Representative, Registered Representative
Greater Boston Area
Investment Advisor Representative, Registered Representative
Financial Services Representative
University of South Florida
Beverly High
Northfield Mount Hermon
Recommendations: 0
t****[email protected]
Thomas Ruggiero, CLU, ChFC
Financial Services Representative, Financial Advisor
Greater Boston Area
Financial Services Representative, Financial Advisor
General Agent
President
Branch Manager
St. John's University
Saint John's University
Recommendations: 0
Fixed Annuities
Estate Planning
Life Insurance
Financial Advisory
Investments
Insurance
Term Life Insurance
Retirement Planning
t****[email protected]
Matthew Delaney
Manager
Greater Boston Area
Manager
Wealth Advisor
Wealth Advisor
Senior Financial Services Representative
Co-Founder and Managing Partner
Babson College
Newton South High School
St. John's Prep
Recommendations: 0
m****[email protected]
d****[email protected]
Michael Tortola
Contract Renewal Specialist
Greater Boston Area
Contract Renewal Specialist
Founder/Owner
Financial Services Representative
Investments Representative
Business Development
Mount Ida College
Waltham High
Waltham High School
Recommendations: 0
Band
Entertainment
Piano
Sales
Customer Service
Marketing
Entrepreneurship
Google Analytics
t****[email protected]
Rick Denton, CLU, ChFC, AEP
Financial Services Representative
Greater Boston Area
Financial Services Representative
General Agent and Vice President
Alfred University
Recommendations: 0
Retirement Planning
Disability Insurance
Retirement
Estate Planning
Wealth Preservation Planning
r****[email protected]
Rebecca Chakarian
Portfolio Specialist
Greater Boston Area
Portfolio Specialist
Client Management Representative
Portfolio Advisory Services Relationship Manager
Private Client Group Relationship Manager
Premium Services Representative
Financial Services Representative
Suffolk University
Boston University
Recommendations: 0
Series 7
Series 63
Series 65
Financial Services
Retirement Planning
Public Relations
Financial Planning
r****[email protected]
Rajeet Nayak
Customer Relations Coordinator
Greater Boston Area
Customer Relations Coordinator
Financial Services Representative
Financial Sales Ambassador
Sales Associate
Grant Macewan College
Recommendations: 0
Customer Service
Sales
Customer Experience
Teamwork
Training
Time Management
Leadership
Visual Merchandising
n****[email protected]
Bethany Croteau
Librarian, Manager of Medical Library Services
Greater Boston Area
Librarian, Manager of Medical Library Services
Assistant Librarian
Reference Librarian
William T Young Library Graduate Assistant
Academic Sales Representative
Student Financial Services Representative
University of Kentucky
Emerson College
Bishop Feehan High School
Recommendations: 0
Library Science
Information Literacy
Library Instruction
Library Research
Cataloging
Instructional Technology
Academic Libraries
Books
b****[email protected]
Vincent Foley
Relationship Branch Manager, AVP
Greater Boston Area
Relationship Branch Manager, AVP
Chariman, New Member Committee
Chariman, New Member Committee
Member
Assistant Branch Manager
Financial Services Representative II
Teller
Bentley University
Recommendations: 0
Loans
Sales
Credit
Customer Service
Fixed Annuities
Financial Analysis
Banking
Retail Banking
v****[email protected]
Pete DiGangi
Investment Advisor Representative; Financial Services Representative
Greater Boston Area
Investment Advisor Representative; Financial Services Representative
Marketing Representative
Fairfield University
Recommendations: 0
p****[email protected]
Aaron O'Neal
Assistant Coach
Greater Boston Area
Assistant Coach
Branch Manager
Financial Services Representative
Boston University
Boston University
Recommendations: 0
Wealth Management
Estate Planning
Financial Planning
Insurance
Retirement Planning
Long Term Care
Annuities
Securities
a****[email protected]
John McCutchen
Associate Information Security Analyst
Greater Boston Area
Associate Information Security Analyst
Paymode-X Customer Support Specialist
Music Booking Manager
Financial Services Representative
Assistant Manager
Facilitator
Banquet Server
Kids Mountain School, Little Groomers Indoor Supervisor
Group Leader
James Madison University
Recommendations: 0
Management
Sales
Social Media Marketing
Customer Satisfaction
Customer Service
Time Management
p****[email protected]
Jon Sudkin
Financial Services Representative and Financial Advisor
Greater Boston Area
Financial Services Representative and Financial Advisor
University of Massachusetts, Amherst
Recommendations: 0
Retirement Planning
Investments
Securities
Disability Insurance
Wealth Management Services
Insurance
Long Term Care Insurance
Financial Services
j****[email protected]
Kao Li
Principal
Greater Boston Area
Principal
Mortgage Loan Consultant
Real Estate Agent
Principal
Chief Business Advisor
Senior Mortgage Consultant
Financial Services Representative
Director of Business Development
Financial Services Representative
Executive Director
Principal
Field sales/management
Adam Smith University
University of Rhode Island
Linfield College
Recommendations: 0
Bilingual - Mandarin
Visionary
Strategic Partnerships
Strategy
New Business Development
Strategic Planning
Management Consulting
Business Strategy
k*****@coastalfinance.com
Andre de Oliveira
Cultural Markets Senior Associate
Greater Boston Area
Cultural Markets Senior Associate
Office Manager
Financial Services Representative
UMass Lowell
MVRHS
Recommendations: 0
Marketing
Leadership
Recruiting
Outlook
Microsoft Excel
Microsoft Office
Direct Sales
Team Building
a****[email protected]
Timothy Duffany, CFP®
Partner
Greater Boston Area
Partner
Financial Services Representative
Associate
Bryant University
Williston Northampton School
Recommendations: 0
Wealth Management
Retirement Planning
Estate Planning
Financial Planning
Investments
Personal CFO
eMoney
Strategic Financial Planning
t****[email protected]
Jon Powderly
Retirement Consultant
Greater Boston Area
Retirement Consultant
Account Executive
Investments Representative
Financial Representative
Financial Services Representative
Bryant University
City University London
Recommendations: 0
j****[email protected]
Linda Wentworth
Relationship Manager
Greater Boston Area
Relationship Manager
Financial Services Representative
Financial Specialist
Financial Advisor
National Vice President, Key Accounts
Boston University
Eastern Nazarene College
Recommendations: 0
Life Insurance
Retirement Planning
Brokers
Series 63
Investments
Financial Services
Disability Insurance
Long-term Care
l****[email protected]
Lindsey Rheault
Private Banking Client Associate
Greater Boston Area
Private Banking Client Associate
Financial Services Representative
Customer Service Representative
New England College of Business and Finance
Catherine Hinds Institute of Esthetics
Recommendations: 0
Banking
Relationship Management
Customer Service
Consumer Lending
Investments
Private Banking
Sales
Residential Mortgages
l****[email protected]
Michele Favre
Financial Services Representative
Greater Boston Area
Financial Services Representative
Sales Representative
Colby-Sawyer College
Colby-Sawyer College
Recommendations: 0
m****[email protected]
Daniel Koziski
English Teacher
Greater Boston Area
English Teacher
Financial Services Representative
Sales Specialist
Assistant Branch Manager
Assistant Branch Manager
Store Supervisor
District Director
Bank Teller
Intern
Department Manager
Salem State University
University of Massachusetts Boston
Salem State College
Salem State College
Recommendations: 0
Public Affairs
Legislative Research
Politics
Public Administration
Government
Public Speaking
Budgets
Banking
d****[email protected]
Omarleen Richardson
Senior Underwriter
Greater Boston Area
Senior Underwriter
Underwriter
Unclaimed Property Research Analyst
Financial Services Representative- Underwriter
Work Study- Office of Advancement Research
Fairfield University
Fairfield University
Recommendations: 0
Analysis
Credit Risk
Data Analysis
Research
Underwriting
SPSS
Spanish
Real Estate
o****[email protected]
Kevin Parent, PMP
Project Specialist (Contract through Adecco)
Greater Boston Area
Project Specialist (Contract through Adecco)
Project Manager
General Manager
Financial Services Representative
Manager
Southern New Hampshire University
New Horizons
New Horizons
University of Maine
Marshwood High School
Recommendations: 0
Training
Management
Team Building
Inventory Management
New Business Development
Marketing
Operations Management
P&L Analysis
k*****@themeathouse.com
Kevin Mulvehill
Regional Wholesaler
Greater Boston Area
Regional Wholesaler
Regional Vice President I Annuities
Regional Vice President | LTC & Hybrid Life/ LTC Platforms
Regional Director | Annuities, Structured Products & Hybrid Life/ LTC
Financial Services Representative
Regional Vice President | Variable Annuities & Retirement Income Platforms
Assistant Manager/ Investment Consultant
Providence College
Fairfield Preparatory School
Recommendations: 0
Sales Management
Sales Presentations
Hold Series 7
Life Insurance
Long Term Care Insurance
Annuity Sales
Financial Services
Wholesale
k****[email protected]
John E. Tannar, Jr., JD, LUTCF, CLTC
Attorney
Greater Boston Area
Attorney
Financial Advisor
Financial Services Representative
In-House Counsel/Director of Compliance
Independent Contract Attorney
Senior Staff Attorney
Attorney
The American College
Massachusetts School of Law
Trinity College-Hartford
Recommendations: 0
Retirement Planning
Estate Planning
Long Term Care
IRA's
Real Estate
Securities
Retirement
Asset Protection
j*****@aol.com
j****[email protected]
Jiyon Ruffin
Financial Services Representative
Greater Boston Area
Financial Services Representative
Co-Marketing Director/Communications Team
University Writing Consultant
Banquet Server
Salve Regina University
Morristown-Beard School
Recommendations: 0
Computer Proficiency
Social Media
Social Media Marketing
Social Networking
Marketing
Public Relations
Public Speaking
Communication
