Brian Newbold Email & Phone Number
Senior Manager - Workplace Planning and Advice @ Empower group
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Brian Newbold Location
- Boston, MA, US
Brian Newbold Work
- 2026 -now Senior Manager - Workplace Planning and Advice @
- 2025 -now Lead Workplace Planning and Advice - Advisory @
- 2024 -now Senior Trainer Enablement - Specialty @
- 2021 -now Lead Retirement Consultation Advisor @
- 2019 -2021 Senior Retirement Consultant @
- 2017 -2019 Plan Termination Consultant @
- 2010 -2017 Sr. Rollover Education Specialist @
- 2009 -2010 Account Executive @
- 2009 -2009 Project Analyst @
- 2008 -2009 Internal Wholesaler @
- 2007 -2008 Client Service Representative @
- 2004 -2007 Mutual Fund Specialist @
Brian Newbold Education
- Villanova University
BA (Economics)
1999-2003
Brian Newbold Skills
- Fixed Annuities
- Mutual Funds
- 401k
- Financial Services
- Series 7
- Investments
- Payroll
- Small Business
- Retirement Planning
- Series 63
- Insurance
- Financial Analysis
- Securities
Brian Newbold Summary
- Brian Newbold, based in Boston, MA, US, is currently a Senior Manager - Workplace Planning and Advice at Empower. Brian Newbold brings experience from previous roles at Empower. Brian Newbold holds a 1999 - 2003 BA in Economics @ Villanova University. With a robust skill set that includes Fixed Annuities, Mutual Funds, 401k, Financial Services, Series 7 and more. Brian Newbold has 1 emails and 1 mobile phone numbers on RocketReach.
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