Brad Greene Email & Phone Number
Vice President, Financial Institutions Group @ Natixis Investment Managers
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Brad Greene Location
- Boston, MA, US
Brad Greene Work
- Vice President, Financial Institutions Group @ (February 2016 - Present)
- Investment Consultant, Los Angeles @ (November 2010 - February 2013)
- Assistant Vice President, Key Accounts @ (January 2005 - January 2009)
- Internal Wholesaler @ (January 2000 - January 2005)
Brad Greene Education
- Hartwick College
BA (Economics)
Brad Greene Skills
- Series 63
- Wealth
- Direct Sales
- College Savings Plans
- Long Term Care Insurance
- Alternative Investments
- Financial Services
- Asset Allocation
- Portfolio Management
- Mutual Funds
- ETFs
- Retirement
- Retirement Planning
- Variable Annuities
- Investment Strategies
- Sales
- Series 6
- Investment Management
- Series 65
- Investment Advisory
- Relationship Management
- New Business Development
- Series 7
- Wealth Management
- Fixed Annuities
- Separately Managed Accounts
- Securities
- 401k
- Investments
- Relocation
- First Time Home Buyers
- Global Asset Management
- Management
- Microsoft Word
- Account Management
- Key Account Management
- Sales Management
Brad Greene Summary
- Brad Greene, based in Boston, MA, US, is currently a Vice President, Financial Institutions Group at Natixis Investment Managers. Brad Greene brings experience from previous roles at Natixis Global Associates and John Hancock Investment Management. Brad Greene holds a BA in Economics @ Hartwick College. With a robust skill set that includes Series 63, Wealth, Direct Sales, College Savings Plans, Long Term Care Insurance and more. Brad Greene has 3 emails on RocketReach.
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