ADP since Aug 2010
Retirement Services 401k District Manager
Putnam Investments Nov 2009 - Aug 2010
Sr. Retirement Wholesaler
Fidelity Investments Aug 2004 - May 2009
Senior Regional Retirement Consultant
Putnam Investments 1996 - 2004
Senior Team Leader
Education:
Bryant University 2004 - 2006
Masters, Business Administration
Rhode Island College 1992 - 1996
BS, Economics
Skills:
401K Retirement Investments Retirement Planning Sales Financial Advisory Management Series 63 Erisa Employee Benefits Crm Defined Contribution Financial Services Series 7 Mutual Funds
Frank Manfredi, Mary Flanagan, Fred Seestadt, Patrick Connolly, Armando Varone, Margaret Sestrom, Jim Murphy, Robert Barry, Joseph Molloy, Dorian Boer, Christine Carson, Denise Lucarelli
Frank Manfredi, Fred Seestadt, Patrick Connolly, Armando Varone, Margaret Sestrom, Jim Murphy, Ed Gaherty, Robert Barry, Joseph Molloy, Dorian Boer, Christine Carson