John Hancock Financial Services
Associate M Key Account Manager
John Hancock Financial Services Dec 2016 - Sep 2018
Senior Sales Coordinator, Pacific Nw and No California
Santander Bank, N.a. May 2015 - Nov 2016
Premier Client Manager
New York Life Insurance Company Sep 2014 - May 2015
Financial Services Professional
Education:
University of Rhode Island 2010 - 2014
Bachelors, Finance
Skills:
Sales Relationship Building Teamwork Retirement Planning Investments Microsoft Office Wealth Management Business Planning Education Funding Strategies Asset Protection Banking Relationships
Certifications:
Series 63 Uniform Securities Agent License Series 6
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