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James M

Finance Professional

Occupation:

Financial Specialist

Location:

Londonderry, NH

Education Level:

Bachelor

Will Relocate:

YES

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diligent,friendly,competent,effective,unique

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COMPANY POSITION HELD DATES WORKED

Putnam Investments (Confidential) /1999 - /2007
Hewlett Packard (Confidential) /1999 - /1999
New Hampshire International Speedway (Confidential) /1999 - /2000
Jackson Hewitt Tax Service (Confidential) /1999 - /1999
CFCU Community Credit Union (Confidential) /1997 - /1999
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SCHOOL MAJOR YEAR DEGREE

Cornell University BS Biology and Society 1995 Bachelor Degree
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Highlights:

Invited to New York Society of Independent Accountants conference. Work with six financial advisors in depth. Rewrote company intranet. Generated many leads. Sterling customer service, processing, lead generation, and relationship building.

Companies I like:

Putnam, Fidelity, State Street, Goldman Sachs

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CollapseResponsibilities

New Business Generation and relationships with high-producing financial advisors.
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