Resumes
Resumes

Financial Advisor
View pageLocation:
Franklin, MA
Industry:
Financial Services
Work:
Charter Financial Group, Inc
Regional Vice President
Massmutual Southern New England Jun 2014 - Dec 2015
Managing Associate
Wellesley Financial Group & Insurance Agency Mar 2009 - Jun 2014
Financial Representative
Creative Decors Apr 2006 - Jun 2012
Owner
Fidelity Investments Sep 2007 - Dec 2008
Senior Project Manager
Regional Vice President
Massmutual Southern New England Jun 2014 - Dec 2015
Managing Associate
Wellesley Financial Group & Insurance Agency Mar 2009 - Jun 2014
Financial Representative
Creative Decors Apr 2006 - Jun 2012
Owner
Fidelity Investments Sep 2007 - Dec 2008
Senior Project Manager
Education:
Babson College 1986 - 1990
Master of Business Administration, Masters, Finance University of Notre Dame - Mendoza College of Business 1981 - 1985
Bachelors, Bachelor of Business Administration, Management University of Notre Dame
Master of Business Administration, Masters, Finance University of Notre Dame - Mendoza College of Business 1981 - 1985
Bachelors, Bachelor of Business Administration, Management University of Notre Dame
Skills:
Financial Services
Life and Health Insurance Licenses
Sdlc
Insurance
Leadership
Mutual Funds
Securities
Vendor Management
Process Improvement
Finance
Project Management
Business Analysis
Disability Insurance
Life and Health Insurance Licenses
Sdlc
Insurance
Leadership
Mutual Funds
Securities
Vendor Management
Process Improvement
Finance
Project Management
Business Analysis
Disability Insurance

David Wiech
View pageLocation:
Greater Boston Area
Industry:
Financial Services