Mercer Jul 2007 - Apr 2009
Retirement Consultant
Mercer Oct 2005 - Jun 2007
Employee Education Consultant
Principal Financial Group Apr 2005 - Sep 2005
Account Executive
Putnam Investments Nov 2003 - Dec 2004
Relationship Manager
Putnam Investments Mar 2003 - Nov 2003
Senior Retirement Education Consultant
Education:
Northeastern University 1981 - 1986
Bachelor of Science, Business Administration, Finance
Skills:
Marketing Public Relations Retirement Investments 401K Financial Services Finance Series 63 Mutual Funds Series 7 Retirement Planning Asset Allocation Event Planning 401K Rollovers Wealth Management Microsoft Office Financial Advisory Public Speaking Social Media Marketing Alternative Investments Investment Advisory Pensions Marketing Communications Securities Project Management Event Management Nonprofits Series 65 Defined Contribution Defined Benefit Employee Benefits Retirement Benefits Iras Insurance Marketing Strategy Trade Shows Events Corporate Events Lecturing Direct Mail Fundraising Community Outreach New Business Development Newsletters Eblasts Campaigns Non Profit Volunteer Non Profit Leadership Lotus Notes Google Analytics
Languages:
English Armenian
Certifications:
General Securities Registered Representative Uniform Securities Agent Uniform Investment Adviser Life, Accident & Health Insurance Registration Series 7 Registration Series 63 Registration Series 65 New York