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
- Senior Manager - Workplace Planning and Advice @ (July 2026 - Present)
- Lead Workplace Planning and Advice - Advisory @ (June 2025 - Present)
- Senior Trainer Enablement - Specialty @ (March 2024 - Present)
- Lead Retirement Consultation Advisor @ (November 2021 - Present)
- Senior Retirement Consultant @ (June 2019 - October 2021)
- Plan Termination Consultant @ (September 2017 - June 2019)
- Sr. Rollover Education Specialist @ (November 2010 - September 2017)
- Account Executive @ (October 2009 - May 2010)
- Project Analyst @ (April 2009 - November 2009)
- Internal Wholesaler @ (August 2008 - April 2009)
- Client Service Representative @ (April 2007 - July 2008)
- Mutual Fund Specialist @ (November 2004 - March 2007)
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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