Resumes
Resumes

Relationship Manager - Northeast Region
View pageLocation:
29 Moulton Hill Rd, Stafford Springs, CT 06076
Industry:
Financial Services
Work:
Lincoln Financial Group
Relationship Manager - Northeast Region
Transamerica Mar 1, 2003 - Apr 2017
Assistant Vice President, Client Executive
American Express 1999 - 2003
Manager, National Accounts
Suntrust Bank 1996 - 1999
Vice President and Trust Officer
Wells Fargo May 1990 - 1996
Trust Officer
Relationship Manager - Northeast Region
Transamerica Mar 1, 2003 - Apr 2017
Assistant Vice President, Client Executive
American Express 1999 - 2003
Manager, National Accounts
Suntrust Bank 1996 - 1999
Vice President and Trust Officer
Wells Fargo May 1990 - 1996
Trust Officer
Education:
Western New England University
Bachelors, Bachelor of Science In Business Administration, Management Pfeiffer University
Master of Business Administration, Masters
Bachelors, Bachelor of Science In Business Administration, Management Pfeiffer University
Master of Business Administration, Masters
Skills:
Retirement Plan Consulting
Life and Health Insurance Licenses
Cebs
Crsp
Series 6
Series 63
401 Retirement Savings Plans
403 B
Financial Services
Mutual Funds
Retirement Planning
Defined Benefit
Defined Contribution
Retirement Savings
Behavioral Finance
401K
Uscg Captain
Life and Health Insurance Licenses
Cebs
Crsp
Series 6
Series 63
401 Retirement Savings Plans
403 B
Financial Services
Mutual Funds
Retirement Planning
Defined Benefit
Defined Contribution
Retirement Savings
Behavioral Finance
401K
Uscg Captain