Resumes
Resumes

Senior Relationship Manager
View pageLocation:
690 Canton St, Westwood, MA 02090
Industry:
Financial Services
Work:
Tiaa
Senior Relationship Manager
Putnam Investments Jan 2013 - Oct 2014
Relationship Manager
New York Life Insurance Company 2007 - 2012
Vice President - Executive Relationship Manager
New York Life Insurance Company 1997 - 2007
Vice President - Department Manager
Fleet Bank Jun 1996 - Aug 1997
Assistant Vice President - Retirement Plan Services
Senior Relationship Manager
Putnam Investments Jan 2013 - Oct 2014
Relationship Manager
New York Life Insurance Company 2007 - 2012
Vice President - Executive Relationship Manager
New York Life Insurance Company 1997 - 2007
Vice President - Department Manager
Fleet Bank Jun 1996 - Aug 1997
Assistant Vice President - Retirement Plan Services
Education:
Needham High School
Bentley University
Bachelors, Bachelor of Science, Economics, Finance
Bentley University
Bachelors, Bachelor of Science, Economics, Finance
Skills:
Relationship Management
Leadership
401K
Strategic Planning
Operations Management
Qualified Retirement Plans
Investments
Financial Services
Business Development
Erisa
Pensions
Series 6
Series 63
Series 26
Mutual Funds
Series 7
Defined Contribution
Retirement Planning
Employee Benefits
Retirement
Management
Strategy
Crm
Defined Benefit
Leadership
401K
Strategic Planning
Operations Management
Qualified Retirement Plans
Investments
Financial Services
Business Development
Erisa
Pensions
Series 6
Series 63
Series 26
Mutual Funds
Series 7
Defined Contribution
Retirement Planning
Employee Benefits
Retirement
Management
Strategy
Crm
Defined Benefit
