Top Wholesalers in Greater Boston Area

Amy R Thaler

Internal Wholesaler

Greater Boston Area

Internal Wholesaler

Service Center Associate

Sales Associate

Account Manager

Business Development Specialist

Internal Sales Support

Annuity Specialist, Quick & Reilly

Senior Quality Control Analyst

Senior Annuity Specialist, Manulife New York

Trust Disbursements

Annuity Specialist

Dale Carnegie

University of Maine

Sharon High School

Recommendations: 9

Customer Service

Investments

Variable Annuities

Mutual Funds

Annuity Sales

Fixed Annuities

Retirement

Retirement Planning

John Sheridan

Senior Manager, Enterprise Service Management

Greater Boston Area

Senior Manager, Enterprise Service Management

IT Service Management Architect

Global Application Operations Manager

Business Systems Associate Director

Business Systems Analyst

Team Manager, Broker Dealer Operations

National Accounts Manager

Internal Wholesaler

Team Manager, Licensing and Appointments

Boston University

Fitchburg State College

Recommendations: 9

Process Improvement

ITIL

Project Management

SDLC

Business Analysis

CRM

Vendor Management

Enterprise Architecture

Emily LaMonte

Internal Wholesaler

Greater Boston Area

Internal Wholesaler

Advertising Production Associate Consultant and Financial Control Supervisor

Financial Control Supervisor

Financial Control Coordinator

Corporate Client Professional

Client Services Assistant - Internship

Assistant to the Editorial Director - Internship

Fairfield University

Stonehill College

Lorenzo de’Medici

Recommendations: 6

PowerPoint

Writing

Excel

Microsoft Office

Word

Advertising

Facebook

Customer Service

Matthew Jahn CLU, ChFC, CLTC

Product Management

Greater Boston Area

Product Management

Product Management Specialist

Advanced Insurance Specialist

Territory Manager

External Wholesaler

Product Development

Product Management

Product Competition

Actuarial Assistant

Actuary Technician

Lakeland College

The American College

Indiana University-Purdue University at Indianapolis

Corporation for Long Term Care

Recommendations: 5

Retirement

Retirement Planning

Insurance

Fixed Annuities

Life Insurance

Product Development

Sales Management

Marketing

Will Banning

Regional Vice President

Greater Boston Area

Regional Vice President

Vice President of Sales

Regional Vice President

Senior Sales Desk Representative / Associate Wholesaler

Asst. to Marketing Director

Boston College

Recommendations: 4

Territory Analysis

Territory Management

New Business Development

Microsoft Office

Siebel

Sales Presentations

Presentation Development

Annuities

w****[email protected]

James R. Slotnick

AVP, Advanced Markets & Broker Education

Greater Boston Area

AVP, Advanced Markets & Broker Education

Field Director, Advanced Planning

AVP, Advanced Markets

Associate Director, Advanced Markets

Sales Manager

Internal Wholesaler

Customer Service Administrator

Suffolk University Law School

Suffolk University - Sawyer School of Management

Saint Anselm College

Cornell University

Boston Latin School

Recommendations: 3

Sales Process

Public Speaking

Financial Planning

Strategic Planning

Writing

Insurance

Estate Planning

Investments

Chris Engelbert

Enterprise Applications Sales Manager, Cloud ERP

Greater Boston Area

Enterprise Applications Sales Manager, Cloud ERP

Regional Manager

Applications Sales Representative

Regional Sales Director

Regional Vice President

Internal Wholesaler

Territory Sales Representative

University of New Hampshire -- Peter T. Paul College of Business and Economics

Recommendations: 2

Account Management

CRM

Mutual Funds

Business Intelligence

Sales Management

Sales

Sales Operations

Competitive Analysis

Justin C. Duft, JD,CFP®, MSFS, CLU, ChFC, CLTC

Advanced Planning Consultant

Greater Boston Area

Advanced Planning Consultant

Team Lead -Insurance Consulting Team

Insurance Marketing Consultant

Marketing Representative/Financial Services Wholesaler

New Business Analyst

Outside Sales Representative

Sales & Marketing Assistant (6 mo Internship)

Cust. Service Representative (6 mo Internship)

Asst. to VP Sales & Marketing (6 mo Internship)

New England School of Law

The American College

Northeastern University

Recommendations: 2

Strategic Financial...

Series 24

Series 7

Series 6

Series 63

Life Insurance

Disability Insurance

Long Term Care

Michael Beatty

Director - Sell Side Proposition Marketing

Greater Boston Area

Director - Sell Side Proposition Marketing

Head of Marketing - Thomson Reuters Eikon

Senior Content Manager

Market Data Analyst

Product Specialist

Sr. Internal Wholesaler

Providence College

SPHS

Recommendations: 2

Market Data

Equities

Fixed Income

Strategy

Financial Markets

Marketing

Strategic Communications

Clear Communications

Paul Salemme

Business Development, Sr Relationship Manager

Greater Boston Area

Business Development, Sr Relationship Manager

Outside Sales Representative

Commercial Banker

Small Business Specialist

Inside Wholesaler

Retirement plans

Lake Forest College

Governor Academy

Recommendations: 2

New Business Development

Commercial Lending

Networking

Commercial Real Estate

Cash Management

Commercial Banking

Credit

Lance M. Morrison

Senior Financial Associate

Greater Boston Area

Senior Financial Associate

Junior Business Analyst & Executive Assistant to Bill Ball

Sr. Retirement Plan Sales Consultant - Internal Wholesaler

Internal Wholesaler - Annuities

Financial Associate

Information Technology Associate

Boston University

University of Maine

Investment Banking Institute

Merrimack College

New Hampton Preparatory School

Recommendations: 2

Proficient in Microsoft Excel

Analysis of Banking Portfolios

Web applications

Computer Applications

Database applications

Web Applications

Mutual Funds

Portfolio Management

Brian Douglas, AIF®, APA, PPC

External Wholesaler

Greater Boston Area

External Wholesaler

Retirement Sales Consultant

Sales / Regional Sales / Retirement Plan Sales / Relationship Management

Plan Administration / Recordkeeping / Relationship Management

Plymouth State University

Recommendations: 2

Retirement Plan Consulting

Qualified Retirement Plans

Mutual Funds

401k

Retirement

Series 7

Series 65

Benchmarking

Rick Dodge

Vice President, Strategic Relationship Management

Greater Boston Area

Vice President, Strategic Relationship Management

Strategic Account Manager

Key Account Manager

Key Account Business Development Manager

Senior Internal Wholesaler

Fairfield University

Recommendations: 1

Securities

Mutual Funds

Series 63

Retirement Planning

Coaching

Insurance

Series 6

Sales Management

Gregory J. McLean

Vice President

Greater Boston Area

Vice President

Regional Vice President

Senior Financial Advisor-Wealth Management

Financial Advisor

Senior Investment Sales Specialist

Senior Internal Wholesaler

Saint Michael's College

Brewster Academy

Recommendations: 1

Series 7

Mutual Funds

Asset Managment

Alternative Investments

Training

Equity Trading

Investments

Strategic Financial...

David Sithole

President

Greater Boston Area

President

Regional Marketing Associate/Internal Wholesaler

New Business Development Manager

Business Management Intern

Investments Associate-Securities Trader

Business Development Consultant

Business and Technology Strategy Manager

University of Maine at Farmington

North Yarmouth Academy

Chikore Missionary School | Zimbabwe

Recommendations: 1

New Business Development

Business Development

New Market Expansion

Revenue Enhancement

Relationship Management

Consultative Sales...

Marketing Research

Intercultural...

Robert Wittmann

VP/Group Director, Marketing

Greater Boston Area

VP/Group Director, Marketing

VP/Director, Marketing

Director of Marketing

Brand Manager, Interactive Marketing, Dunkin' Donuts

Business Development and Project Management

Internal Wholesaler

Babson College - Franklin W. Olin Graduate School of Business

Colgate University

Recommendations: 1

Social Media

CRM

Digital Media

Loyalty Programs

Retail

Customer Lifecycle Management

Digital Marketing

Email Marketing

w****[email protected]

Emily Taylor, AIF®

Vice President, Inside Sales and Events

Greater Boston Area

Vice President, Inside Sales and Events

Senior Sales Manager

Internal Wholesaler

401(k) Education Specialist

University of New Orleans

Lesley University

Recommendations: 1

Investments

Series 63

Series 7

Asset Allocation

Mutual Funds

Coaching

Wealth Management

Asset Management

Cathleen Connors

Analyst

Greater Boston Area

Analyst

Internal Wholesaler

Mutual Fund Services Representative

Media Relations Intern

Public Relations Intern, Health Care Industry

Selling Specialist

Kids Day Intern

Consumer Reports Intern

Boston College - Carroll School of Management

The Rivers School

Recommendations: 0

Series 7

Series 63

Series 66

Financial Analysis

ThomsonOne

Investments

Media Relations

Microsoft Excel

Janet Sweeney

Senior Vice President

Greater Boston Area

Senior Vice President

Vice President

Head of Internal Sales

Senior Vice President - Internal Sales Manager

Senior Vice President - Sales Training Director

Senior Vice President - Wholesaler

Internal Wholesaler

Sales Assistant/Unit Trust Internal Wholesaler

Boston College

Recommendations: 0

Sales Operations

Series 24

Series 63

Sales Management

Sales Process

Licensing

Strategy

Scott Kudrick

Regional Vice President- RIA

Greater Boston Area

Regional Vice President- RIA

Business Development/Consultant

Candidate

Investor

Platinimum Sponsor

Senior Regional Vice President

Wholesaler

Boston College - Carroll School of Management

Babson College

Tabor Academy

Recommendations: 0

Alternative Investments

Series 63

Series 7

Investments

Separately Managed Accounts

Retirement Planning

Mutual Funds

Series 24

Jonathan Linstra

Divisional Manager, Private Wealth / Private Banks at State Street Global Advisors

Greater Boston Area

Divisional Manager, Private Wealth / Private Banks at State Street Global Advisors

Vice President, RIA Division at State Street Global Advisors

Divisional Director: West

Regional VP

Regional Business Consultant

Regional VP

Internal Wholesaler

Taylor University

Recommendations: 0

Mutual Funds

Alternative Investments

Asset Management

Asset Allocation

Series 7

Series 63

Wealth Management

Separately Managed Accounts

Rick Meinhardt

Regional Vice President

Greater Boston Area

Regional Vice President

Internal Wholesaler

Franklin University

The Ohio State University

Recommendations: 0

Series 63

Mutual Funds

Series 6

Fixed Annuities

Retirement

Retirement Planning

401k

Variable Annuities

Garrett Bailey CLU

Wholesaler Life and Annuities

Greater Boston Area

Wholesaler Life and Annuities

Senior Marketing Specialist

University of New Hampshire

Recommendations: 0

Insurance

Term Life Insurance

Life Insurance

Fixed Annuities

General Insurance

Sales

Property & Casualty Insurance

Umbrella Insurance

Terence Brems

Sr. Advisory Consultant

Greater Boston Area

Sr. Advisory Consultant

Regional Manager

Business Development Consultant

Vice President, Regional Sales Director

Regional Vice President

Manager-Inside Sales/Senior Internal Wholesaler

Internal Wholesaler-Northeast

Private Access Specialist

Customer Service Specialist

Recommendations: 0

Series 7

Series 6

Series 63

Mutual Funds

Investment Advisory

Asset Allocation

Alternative Investments

Separately Managed Accounts

t****[email protected]

George Kilmain

Applications Engineer

Greater Boston Area

Applications Engineer

Frontend Developer

Web Marketing Consultant - Contract

Developer - Contract

HTML Email Producer

Professional Manager and Sales Consultant

Annuity Wholesaler

University of Phoenix

Recommendations: 0

CSS

jQuery

Web Development

MySQL

Web Analytics

Account Management

Salesforce.com

Ruby on Rails

Aaron Gaide

Internal Wholesaler

Greater Boston Area

Internal Wholesaler

Dealer Marketing Representative

Arts and Culture Development Manager

Sales Development

Winter Analyst

Winter Policy Analyst

Dartmouth College

Recommendations: 0

Series 6

Series 63

Series 7

Jiles Robinson

Financial Advisor

Greater Boston Area

Financial Advisor

Internal Wholesaler

Boston University

Recommendations: 0

Mutual Funds

Series 63

Retirement Planning

Wealth Management

401k

Series 6

Series 65

Retirement

Joe McNamee

Technology Account Manager

Greater Boston Area

Technology Account Manager

Business Intelligence Account Manager

Sales Manager - North American Sales

Senior Enterprise Account Manager - Team Leader

Regional Wholesaler

Director of Inside Sales - North America

Director - North America Sales

Senior Enterprise Account Manager

Bishop Fenwick

Salem State University

Recommendations: 0

Territory Management

Sales Management

Negotiation

Team Building

Consulting

Channel Partners

Business Intelligence

Business Development

Kurt G. Gustafson, MBA

Vice President -- RIA Consulting Group

Greater Boston Area

Vice President -- RIA Consulting Group

Director of Business Development, RIA/Family Office Channel -- East Coast

Director of Intermediary Sales

Consultant

Principal, Sales Officer

Internal Wholesaler

Client Services

Boston University Graduate School of Management

Susquehanna University

Recommendations: 0

Mutual Funds

Alternative Investments

Series 7

Series 63

Portfolio Management

Asset Managment

Investments

Investment Strategies

Larry Young

Associate Director

Greater Boston Area

Associate Director

Sales Manager

Internal Business Consultant

Relationship & Program Manager

Sales Manager

Internal Wholesaler

New Business Development Consultant

Management Development Consultant

Sales & Marketing

Recommendations: 0

Mutual Funds

Insurance

Marketing

Leadership

Sales

Marketing Strategy

Management

New Business Development

l****[email protected]

Stefne Lynch

Director of Key Accounts

Greater Boston Area

Director of Key Accounts

Relationship Manager

Annuity Sales Program Manager

Project Manager

Annuity Regional Sales Director

Annuity Internal Wholesaler

Business Development Associate

Financial Consultant

Financial Advisor

Smith College

The Academy of St Joseph

Recommendations: 0

Retirement

Mutual Funds

Strategic Financial Planning

Series 63

Fixed Annuities

Resource Management

Estate Planning

Financial Advisory

Matthew Nawrocki

Regional Sales Associate

Greater Boston Area

Regional Sales Associate

Internal Wholesaler

Dealer Marketing Representative

Villanova University

DePaul University - Charles H. Kellstadt Graduate School of Business

Recommendations: 0

Series 6

Series 63

Series 7

Life Insurance

Finance

IRAs

Strategic Financial Planning

Client Services

Joseph Tierney

Regional Marketing Director - External Wholesaler

Greater Boston Area

Regional Marketing Director - External Wholesaler

Senior Internal Wholesaler

Dealer Marketing Representative

Tennis Professional

Trinity College-Hartford

Belmont Hill School

Recommendations: 0

Series 7

Series 63

Mutual Funds

Investments

PowerPoint

Microsoft Excel

Marketing Communications

Philip Allen

Regional Sales Manager

Greater Boston Area

Regional Sales Manager

Field Middleware Solutions- Healthcare

Middleware Solutions Sales- Enterprise

Regional Sales Director

Internal Wholesaler

Portfolio Accountant

Office Coordinator/Administrator

Boston University

Bridgewater State University

University of New Hampshire

Recommendations: 0

Sales

Healthcare Information Technology

Technology Integration

EHR

Management

Direct Sales

Sales Management

Solution Selling

Neil W. Adams

Vice President - External Wholesaler

Greater Boston Area

Vice President - External Wholesaler

Internal Wholesaler - Team Leader

Investments Consultant

Southern New Hampshire University

Middlesex School

Recommendations: 0

n****[email protected]

Peter Patsio

Fusion Middleware Account Manager

Greater Boston Area

Fusion Middleware Account Manager

Employee Benefits Internal Wholesaler

Voluntary Benefits Internal Wholesaler

Sales Representative

Bryant University

Needham High School

Recommendations: 0

Sales

Insurance

Customer Service

Employee Benefits

Salesforce.com

Microsoft Office

Disability Insurance

Account Management

Chandler Eaton

Internal Wholesaler

Greater Boston Area

Internal Wholesaler

Account Executive

Intern Fund Accounting

Business Development Executive

Sales Intern

Global Sales Executive

Account Executive of Government Contracts

Northeastern University

Wellesley High School

Recommendations: 0

Sales Entrepreneur In the Market Research Industry

Introduces new technologies to the market research community

Salesforce.com

CRM

Sales

Market Research

Market Analysis

Lead Generation

Pierre Moody

Recruiter

Greater Boston Area

Recruiter

National Technical Recruiter

Corporate Technical Recruiter

Management Assistant

Internal Wholesaler

Boston College

Recommendations: 0

Applicant Tracking Systems

Technical Recruiting

Talent Acquisition

Internet Recruiting

Recruiting

Staffing Services

Contract Recruitment

Temporary Placement

Jeff Simes

Regional Vice President

Greater Boston Area

Regional Vice President

Retirement Wholesaler

Director

Retirement Sales

Bryant University

University of Massachusetts Boston

University of Massachusetts, Amherst

Acton Boxboro Regional High School

Recommendations: 0

Retirement Plan Consulting

Profit Sharing

Defined Contribution

ERISA

FINRA

Brian Blair

VP, Regional Sales Representative - DCIO

Greater Boston Area

VP, Regional Sales Representative - DCIO

Vice President, External Wholesaler

Investment Analyst

Vice President, Advisory Services Group

Advisor Services Representative

University of Oregon

Justin Siena High School

Recommendations: 0

Mutual Funds

Series 7

Series 63

Alternative Investments

Asset Allocation

Investments

Asset Management

Separately Managed Accounts

Megan Kanter, CFP®

Portfolio Associate

Greater Boston Area

Portfolio Associate

Internal Wholesaler

Financial Executive

Summer Research Intern

Cancer Biology, Grant Department - Finance Intern Summer and Winter

University of Denver

Charles University in Prague

Notre Dame Academy

Recommendations: 0

Dean Ebozue

Equity Analyst Intern

Greater Boston Area

Equity Analyst Intern

Student Worker

Internal Wholesaler

Boston College

Peking University

St. Sebastian's School

Recommendations: 0

Teamwork

Microsoft Excel

PowerPoint

Data Analysis

Microsoft Word

Microsoft Office

Relationship Management

Team Leadership

Karen (Remmele) Ireland, CFP (R), CRPC

Business Development Consultant

Greater Boston Area

Business Development Consultant

Practice Management Director

National Retirement Strategies Consultant

Senior Analyst - Retirement Markets

Internal Wholesaler

Key Accounts Annuity Service Specialist

Gustavus Adolphus

Recommendations: 0

Retirement Planning

Social Security

Retirement Income Strategies

Financial Planning

Investments

Public Speaking

Writing

403 b

Greg Dalle-Molle

Associate Director of Venture Incubation

Greater Boston Area

Associate Director of Venture Incubation

Mentor

Director of Business Development

Business Development Officer

Associate National Accounts Manager

Internal Wholesaler

Inbound Sales Representative

District Manager

Northeastern University

Bond University

Recommendations: 0

Relationship Management

Leadership

Strategy

Marketing Strategy

Sales

Investment Advisory

Business Planning

Management

Brad Murphy, CIMA®

Regional Sales Director, New England

Greater Boston Area

Regional Sales Director, New England

AVP, Regional Sales Representative

Internal Wholesaler

Retirement Planning Group Associate

University of Massachusetts, Amherst

Recommendations: 0

Series 7

Lesley Dever

Financial Advisor

Greater Boston Area

Financial Advisor

Financial Consultant

Consultant,

Sales Director

Associate Director, New Business Development

Consultant, National Sales Development

Regional Vice-President, Variable sales

Wholesaler, Retirement Plans/Mutual Funds

Retirement Sales Support Manager

Client Relationship Officer

Retirement Marketing Consultant

Registered Representative/Funds Center

Golden Scales Specialist, Broker Operations

Trinity University-Washington

Recommendations: 0

Investments

Retirement Planning

Insurance

Mutual Funds

Retirement

Financial Services

Relationship Management

Marketing Strategy

l****[email protected]

Bill Kenney

Business Development Manager

Greater Boston Area

Business Development Manager

Regional Internal Wholesaler

College of the Holy Cross

Taconic High School

Recommendations: 0

New Business Development

Sales

Salesforce.com

Product Management

Business Development

Strategic Planning

Customer Satisfaction

Genomics

b*****@kenneymail.com

Jonathan Boehmer

Regional Retirement Wholesaler

Greater Boston Area

Regional Retirement Wholesaler

Senior Sales Manager

District Sales Manager

Sergeant of Marines - Light Armored Reconnaissance

B2B Outside Sales Consultant

The Catholic University of America, Columbus School of Law

The Catholic University of America

Recommendations: 0

Mike Wondolowski

Director, Inside Sales

Greater Boston Area

Director, Inside Sales

Internal Sales Manager

Manager, Training and Employee Development

Manager, Internal Sales & Sales Training

Manager, Sales Training

Sales Trainer

Business Development Specialist

Senior Internal Wholesaler

Registered Representative

Bentley University

Recommendations: 0

Series 63

Variable Annuities

Fixed Annuities

Series 7

Mutual Funds

529 Plans

Retirement Planning

Life Insurance

Ryan Thomas Darr

Vice President, Regional Director New England

Greater Boston Area

Vice President, Regional Director New England

Regional Vice President, South

Vice President, Business Development

Associate Vice President, Internal Wholesaler

Finance Manager, Internet Sales Manager

Newbury College

Recommendations: 0

Eugene Hsieh

Regional Director

Greater Boston Area

Regional Director

Investment Consultant- Team Leader

Investment Consultant

Regional Marketing Associate

Dealer Marketing Services

Wholesaler

University of Massachusetts, Amherst

Tufts University

Recommendations: 0

Series 7

Series 6

Series 63

Mutual Funds

401k

Equities

Fixed Income

Investments

Paul McKenna, CFP®

RIA Regional Sales Director

Greater Boston Area

RIA Regional Sales Director

RIA Advisory Services - Sr. Internal Wholesaler

Sr. Internal Wholesaler

Internal Wholesaler

Dealer Marketing Services

Associate

Saint Anselm College

Portsmouth Abbey

Merrimack College

Recommendations: 0

Mutual Funds

Separately Managed...

Alternative Investments

Asset Allocation

Investments

Business Development

Fund Of Funds

Fixed Income

Greg Piaseckyj

Director of National Sales & Business Development.

Greater Boston Area

Director of National Sales & Business Development.

VP Sales Desk Manager

Supervisor Internal Wholesaler

Outside Sales Representative

DCPA Customer Service Rep

University of Vermont

Duxbury High

Recommendations: 0

Separately Managed Accounts

Series 65

Series 63

Series 6

Series 7

Mutual Funds

Alternative Investments

Asset Allocation

Jeff Gayron

Institutional Sales

Greater Boston Area

Institutional Sales

Wholesaler

Director of Sales

Defined Contribution Sales

Regional Sales Director-Strategic Accounts

Enterprise Sales

University of Massachusetts Boston

Recommendations: 0

Jason Perrone

Account Executive

Greater Boston Area

Account Executive

Key Account Consultant

Procurement Specialist

Buyer

Publisher

Internal Wholesaler

Account Executive

Print & Marketing Account Consultant

Account Executive

Account Manager

Production Coordinator

Recommendations: 0

j*****@peronipub.com

Andrew Piatelli

Regional Marketing Associate- Internal Wholesaler

Greater Boston Area

Regional Marketing Associate- Internal Wholesaler

Dealer Marketing Representative

Sales and Operations Intern

Sales Associate

Bryant University

St. John's Preparatory School

Universidad de Sevilla

Recommendations: 0

Market Research

Business Strategy

Marketing

Spanish

Investments

Financial Analysis

Microsoft Excel

Marketing Strategy

Laurence Kim

VP, Managed Account Solutions

Greater Boston Area

VP, Managed Account Solutions

VP, Planning and Product Distribution Group

VP, National Sales Manager, Fidelity Funds

VP/Director, Product Management & Development

Wholesaler, Fidelity Advisor Funds

Director/SPM/PM, Product Management & Development

New York University - Leonard N. Stern School of Business

Oberlin College

Recommendations: 0

Sales

Sales Management

Product Management

Product Development

Sales Compensation Planning

Strategic Planning

Business Strategy

Separately Managed Accounts

i*****@laurencekim.com

l****[email protected]

Sydney Cushing

Regional Marketing Associate - Internal Wholesaler

Greater Boston Area

Regional Marketing Associate - Internal Wholesaler

Dealer Marketing Services Representative

Membership Manager

Corporate & Government Account Manager

Office Intern

Office Assistant

Tufts University

Worcester Academy

Recommendations: 0

Salesforce.com

Constant Contact

French

Social Media

Social Media Marketing

Event Planning

Facebook

PowerPoint

Dan Sugameli

Internal Wholesaler

Greater Boston Area

Internal Wholesaler

Regional Sales Consultant

Inbound Sales Consultant

Annuities National Sales Associate

Fairfield University

Canton High School

Recommendations: 0

Series 7

Series 63

Series 6

Retirement

Portfolio Management

Investments

Mutual Funds

Financial Services

Erica Light

Communications Specialist

Greater Boston Area

Communications Specialist

Senior Marketing Operations & Technology Manager

Member Board of Directors

Manager Marketing Operations

Director Of Marketing Operations

Vice President - Senior Project Manager

Member Board of Directors

Digital Marketing Manager

Communications Manager

Corporate Communications Manager

Senior Project Manager, Communications

Internal Wholesaler

Senior Marketing Operations Manager

Board of Directors

Rutgers College - Rutgers University

Recommendations: 0

Strategic Communications

Internal Communications

Corporate Communications

Intranet

Digital Marketing

Social Media

Event Management

Public Relations

Joshua A. Burnie

Customer Experience Solutions Advisor

Greater Boston Area

Customer Experience Solutions Advisor

IT Consultant/ Desk Top Specialist

Wholesaler, Retirement Plans

Senior Account Executive

Account Manager

Vice President, Financial Advisor

Financial Advisor, Financial Planning Specialist

Norwich University

Curry College

Oliver Ames High School

Recommendations: 0

Investments

Portfolio Management

Sales

Sales Management

Strategic Financial Planning

Business Development

New Business Development

Retirement Planning

Scott Rousseau, MBA

President

Greater Boston Area

President

Managing Partner

MBA Graduate

Analyst / Intern

Marketing Consultant

Associate Wholesaler

Financial Consultant

Babson College - Franklin W. Olin Graduate School of Business

Trinity College-Hartford

Recommendations: 0

Entrepreneurship

Mergers

Equities

Due Diligence

Business Strategy

Valuation

Financial Analysis

Strategic Planning

Robert C. O'Brien Jr.

Regional Vice President

Greater Boston Area

Regional Vice President

Regional Sales Director

Regional Marketing Director

Regional Vice President

Sales Desk Manager

Internal Wholesaler

Retirement Plans Specialist

University of Massachusetts Boston

Massasoit Community College

Recommendations: 0

Sales Presentations

Series 6

Series 63

Series 7

Series 66

Annuities

Mutual Funds

Separately Managed...

Dan Solov

Regional Vice President

Greater Boston Area

Regional Vice President

Regional Marketing Director

Regional Vice President

Inside Wholesaler

Suffolk University - Sawyer School of Management

University of Massachusetts Dartmouth

Sharon High School

Recommendations: 0

Series 63

Variable Annuities

Series 7

Series 6

Mutual Funds

Investments

IRAs

401k Rollovers

Steve Grassa

Internal Wholesaler

Greater Boston Area

Internal Wholesaler

Student Athlete

Equity Research Analyst

Institutional Commodities Group

Columbia University in the City of New York

Buckingham Browne and Nichols

Recommendations: 0

Barret Elliot

Regional Sales Manager

Greater Boston Area

Regional Sales Manager

Wholesale Account Executive

Internal Wholesaler

Internal Wholesaler / Key Accounts Operations Liason

University of Vermont

Recommendations: 0

Financial Analysis

Mortgage Lending

Mortgage Banking

USDA

Customer Satisfaction

Loans

Loan Origination

Refinance

Nick Reiser

Regional Director

Greater Boston Area

Regional Director

Sales Vice President

Senior Internal Wholesaler

Prospecting Internal Wholesaler/Invesment Advisor Liaison

Dealer Sales Representative

Boston College

Recommendations: 0

Series 63

Series 7

Series 6

Mutual Funds

Separately Managed Accounts

Retirement Planning

Asset Allocation

FINRA

Tim Bottomly

Regional Wholesaler

Greater Boston Area

Regional Wholesaler

401k Sales Consultant

Regional Sales Representative

The Catholic University of America

Recommendations: 0

Series 7

Series 63

Series 6

Series 65

Mutual Funds

401k

Asset Allocation

Retirement

t****[email protected]

Ben Fonseca

Senior Regional Vice President

Greater Boston Area

Senior Regional Vice President

Regional Vice President

Vice President / Wholesaler

University of Rhode Island

Recommendations: 0

Mutual Funds

Annuities

Real Estate Investment

Reg D Private Placements

Defined Contribution Plans

529 Plans

Defined Contribution

Retirement

Kyle Corkery

Regional Marketing Associate - Internal Wholesaler

Greater Boston Area

Regional Marketing Associate - Internal Wholesaler

DMS Representative

Pricing Specialist/ Fund Accountant

College of Charleston

St. George's School

Recommendations: 0

Series 6

Salesforce.com

Series 63

Bloomberg Terminal

Investments

Financial Analysis

Financial Services

Valuation

Andy Heiniluoma

President

Greater Boston Area

President

US Sales & Marketing Representative

Financial Advisor

Venture Capital Researcher

Financial Analyst

Equity Trader

Banker

Internal Wholesaler

Financial Advisor

Aalto University, Finland

University of Massachusetts, Amherst

Turku Law School, Finland

Recommendations: 0

Investments

Business Development

Cognitive Neuroscience

International Trade

Entrepreneurship

Sales

Start-ups

Strategic Financial Planning

Danny Francisco

Retirement Income Consultant

Greater Boston Area

Retirement Income Consultant

Annuity Wholesaler

Financial Planner

Recommendations: 0

Fixed Annuities

Retirement

Retirement Planning

Series 63

Financial Advisory

Strategic Financial Planning

Finance

Mutual Funds

Sean Maher

Executive Vice President

Greater Boston Area

Executive Vice President

Director - Senior Retirement Consultant

VP DCIO Wholesaler

VP - Mutual Fund Wholesaler

VP - External Wholesaler

Fordham University - Graduate School of Business Administration

Northeastern University

Tabor Academy

Recommendations: 0

Brian Sliney

Vice President

Greater Boston Area

Vice President

External Wholesaler

Regional Sales Associate

Saint Michael's College

Recommendations: 0

Sales

Series 7

Mutual Funds

Series 63

Series 6

Alternative Investments

Asset Allocation

Wealth Management

Beth Kenney

AVP, Marketing Account Management

Greater Boston Area

AVP, Marketing Account Management

Marketing Director, John Hancock Annuities & Investments

Marketing Director, Annuities

Regional Business Consultant

Regional Vice President

Key Account Manager - Wholesaler

Various

University of Massachusetts, Amherst

Recommendations: 0

Retirement

Fixed Annuities

Mutual Funds

Financial Services

Series 7

Marketing

Insurance

Retirement Planning

Caitlin Schlesinger

Fixed Income Research Associate

Greater Boston Area

Fixed Income Research Associate

Internal Wholesaler

Mutual Fund Operations

Utilities Sector Leader

Student-Athlete Tutor

Distribution Analytics Intern

Student Caller/Fundraiser

University of New Hampshire - Whittemore School of Business and Economics

Melrose High School

Recommendations: 0

c*****@unh.edu

Dawn Regan

Underwriting Specialist

Greater Boston Area

Underwriting Specialist

Senior Product Marketing Manager

Product Marketing Manager

Senior Manager - Marketing

Senior Inside Wholesaler

Product Specialist

Simmons College

Recommendations: 0

Mutual Funds

Investments

Financial Services

Series 7

Strategy

Asset Management

Series 63

Series 24

John Labadini

Regional Sales Manager Global Wealth Management

Greater Boston Area

Regional Sales Manager Global Wealth Management

Regional Investment Consultant (Regional Wholesaler) New England, NY, NJ

National Accounts Manager

Regional Wholesaler

Boston College

Watertown High

Recommendations: 0

Alternative Investments

National Account Management

Wholesaling

Mutual Funds

Series 63

Series 7

Hedge Funds

Asset Allocation

Kyle Yatabe

Regional Marketing Associate - Internal Wholesaler

Greater Boston Area

Regional Marketing Associate - Internal Wholesaler

Dealer Marketing Service Representative

Financial Services Professional

University of Southern California

Recommendations: 0

Microsoft Excel

Microsoft Office

investments

Finance

Economics

securities

Financial Services

Andrew (Drew) O'Hearn, CLU®

Senior Account Manager

Greater Boston Area

Senior Account Manager

Sales - Life Insurance

Account Manager

Account Manager, Group LTC

Director, College Savings

Sr. Internal Wholesaler

Sr. Institutional Sales Consultant

Client Services Associate

Anna Maria College

Recommendations: 0

Philip Reagan

Senior Business Analyst

Greater Boston Area

Senior Business Analyst

Senior Insurance Wholesaler

Retirement Investment Specialist

Financial Representative

University of South Florida

Recommendations: 0

Series 63

Mutual Funds

Retirement

Series 7

401k

Asset Allocation

Fixed Annuities

Insurance

Jason Hefter

Internal Wholesaler

Greater Boston Area

Internal Wholesaler

Dealer Market Service Representative

Sales Intern

Consumer Staples Sector Analyst

Caterer

Assistant Waterfront Director

University of Delaware

University of Delaware - Lerner College of Business and Economics

Recommendations: 0

Microsoft Excel

Time Management

Access

Public Speaking

Research

Big Brother

Knowledge Sharing

Morningstar Direct

Maureen Colligan

Institutional Governance Sales

Greater Boston Area

Institutional Governance Sales

Internal Wholesaler

Underwriting Consultant

Management Intern

Colgate University

Academy of the Holy Names

Recommendations: 0

Public Speaking

Sales

Microsoft Excel

Management

Risk Management

Insurance

Analysis

Vendor Management

Ryan S. Fay, MBA, AIF®

Managing Director- DCIO

Greater Boston Area

Managing Director- DCIO

Regional Vice President

Regional Retirement Wholesaler

University of Pittsburgh

Rivier College

Southern New Hampshire University

Recommendations: 0

J. Patrick Tonelli, CFA

Internal Wholesaler

Greater Boston Area

Internal Wholesaler

Tufts University

Brooks School

Recommendations: 0

Chris Weiss, CIMA®

Financial Advisor

Greater Boston Area

Financial Advisor

Wealth Manager - Vice President - Private Client Group

Managing Director

AVP, SMA Portfolio Specialist

Senior Managed Accounts Analyst

Internal Wholesaler

Trinity College-Hartford

Holyoke High School

Recommendations: 0

Owen Kiernan

Defined Contribution Investment Specialist Hybrid Wholesaler

Greater Boston Area

Defined Contribution Investment Specialist Hybrid Wholesaler

Regional Sales Representative

Inbound Sales and Marketing Representative

Client and Dealer Services Representative

Providence College

Boston College High School

Recommendations: 0

Series 63

Series 7

Series 6

Proficient in French. 12 years of school.

Sales

Retirement

Asset Allocation

Finance

o****[email protected]

Guy Beaudoin

Vice President Market Leader

Greater Boston Area

Vice President Market Leader

Vice President Branch Manager

Vice President Financial Consultant

Wholesaler

Boston University

Salem State University

Bridgton Academy

Recommendations: 0

John Vaughan, JD, CAIA, CPWA

Northeast Regional Director

Greater Boston Area

Northeast Regional Director

Senior Vice President, Portfolio Strategist

VP, New England Regional Director

New England Regional Sales Director

VP, Northeast Director, Wealth Management Solutions

VP, Managing Director, Alternative Investment Group

VP, Business Development Director, Investment Management and Trust Group

Trial Attorney, Securities Division, Office of Secretary of State

Trial Attorney, Office of Essex County District Attorney

Internal Wholesaler

Financial Consultant

CAIA Chartered Alternative Investment Analyst

University of Chicago Graduate School of Business

New England School of Law

Lake Forest College

Phillips Andover Academy

Recommendations: 0

Alternative Investments

Investments

Hedge Funds

Investment Strategies

j*****@yahoo.com

Catherine Madrigal

Communications and Education

Greater Boston Area

Communications and Education

Internal Wholesaler

Preferred Client Group

Assistant Branch Manager

Broker Dealer Customer Service Representative

Becker College

Nichols College

Recommendations: 0

Mathew Demikat

Financial solutions advisor

Greater Boston Area

Financial solutions advisor

Investment Consultant

Internal Wholesaler

Financial Representative

Campus Coordinator

Intern

Volunteer

Westfield State University

Recommendations: 0

Fundamental Analysis

Technical Analysis

Microsoft Office

Technology

Social Media

Customer Service

PowerPoint

Microsoft Word

Ryan van Weezel AIF®,CRPC ®

Regional Vice President, External Wholesaler

Greater Boston Area

Regional Vice President, External Wholesaler

Assistant Vice President

Director, US College Savings

Senior Internal Wholesaler

INTERNAL WHOLESALER

BROKER SERVICES REPRESENTATIVE

Vanderbilt University - Owen Graduate School of Management

Johnson & Wales University

Foxborough High

Recommendations: 0

Matthew Pedersen

Disability Insurance Internal Wholesaler

Greater Boston Area

Disability Insurance Internal Wholesaler

Financial Advisor

Recommendations: 0

Retirement Planning

Insurance

Investments

Strategic Financial Planning

Life Insurance

Disability Insurance

Income Protection

Series 7

Brett Woodyatt

Vice President, Sr. National Account Manager

Greater Boston Area

Vice President, Sr. National Account Manager

Sr. Vice President, Account Executive - Wire and Regional Channels

VP, Relationship Manager

Internal Wholesaler

Syracuse University

University of Pittsburgh

Recommendations: 0

Series 7

Series 6

Series 63

Relationship Management

Investments

Wealth Management

Retirement Planning

REIT

Devin O'Rourke

Regional Marketing Associate - Internal Wholesaler

Greater Boston Area

Regional Marketing Associate - Internal Wholesaler

Dealer Marketing Service Representative

Account Executive

Investors Capital Advisory Services Intern

Fairfield University

St. George's School

Recommendations: 0

Kevin Mulvehill

Regional Wholesaler

Greater Boston Area

Regional Wholesaler

Regional Vice President I Annuities

Regional Vice President | LTC & Hybrid Life/ LTC Platforms

Regional Director | Annuities, Structured Products & Hybrid Life/ LTC

Financial Services Representative

Regional Vice President | Variable Annuities & Retirement Income Platforms

Assistant Manager/ Investment Consultant

Providence College

Fairfield Preparatory School

Recommendations: 0

Sales Management

Sales Presentations

Hold Series 7

Life Insurance

Long Term Care Insurance

Annuity Sales

Financial Services

Wholesale