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 Trainer Enablement - Specialty at Empower. Brian Newbold brings experience from previous roles at Empower and John Hancock. 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 2 emails and 1 mobile phone numbers on RocketReach.
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