Resumes
Resumes
Divisional Sales Director At Columbia Management
View pagePosition:
Divisional Sales Director at Columbia Management
Location:
Boston, Massachusetts
Industry:
Financial Services
Work:
Columbia Management - Greater Boston Area since May 2013
Divisional Sales Director
Columbia Management - Greater Boston Area Oct 2010 - May 2013
Regional Sales Director
Columbia Management - Greater Boston Area May 2010 - Oct 2010
National Sales Consultant
SEI Investments - Oaks, Pennsylvania Aug 2007 - May 2010
Financial Accounting & Reporting Analyst
Divisional Sales Director
Columbia Management - Greater Boston Area Oct 2010 - May 2013
Regional Sales Director
Columbia Management - Greater Boston Area May 2010 - Oct 2010
National Sales Consultant
SEI Investments - Oaks, Pennsylvania Aug 2007 - May 2010
Financial Accounting & Reporting Analyst
Education:
Boston College 2003 - 2007
Bachelor of Science (B.S.), Finance, General
Bachelor of Science (B.S.), Finance, General
Awards:
Chairman's Award For Excellence Finalist
Ameriprise Financial - Columbia Management
Named a 2011 Chairman's Award for Excellence Finalist for my work developing point of sale solutions for the Columbia Management iPad sales force implementation.
Ameriprise Financial - Columbia Management
Named a 2011 Chairman's Award for Excellence Finalist for my work developing point of sale solutions for the Columbia Management iPad sales force implementation.
Certifications:
2014 Level III CFA Candidate, CFA Institute
Series 7, FINRA
Series 66, FINRA
Series 7, FINRA
Series 66, FINRA