George S Email
Vice President , Financial Consultant @ Webster Investments
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George S Location
- Waterbury, CT, US
George S Work
- 2021 -now Vice President , Financial Consultant @
- 2019 -2021 Vice President Liberty Bank , Raymond James Financial Services - Financial Advisor @
- 2015 -2019 Vice President - United Bank , Financial Advisor - Infinex Investments Inc. @
- 2014 -2015 Vice President - Financial Consultant @
- 2012 -2014 Vice President - Business Development , Investments FA (Infinex Financial) @
- 2011 -2012 Vice President Investments @
- 2010 -2011 District Sales Manager - Producing Advisor @ Generations Financial - Cadaret Grant&Co.
- 2008 -2009 Business Development Wholesaler - Annuities @
- 2007 -2008 External Wholesaler - Connecticut and Rhode Island @
- 2003 -2007 External Wholesaler and Business Development Manager - Connecticut and Rhode Island @ Mortgage Lenders Network USA,INC
George S Education
- Connecticut School of Finance and Management
2001 Graduate , Graduated in Top 20% of class. (Banking and Financial Support Services)
- Harvard Business School Online
Certificate (Alternative Investments 2021)
- Albertus Magnus College
George S Skills
- Structured Investments
- Broker-Dealer Operations
- 63 Licenses
- Investments
- External Wholesaler
- Series 7
- Financial Advisory
- Business Development
- Insurance
- Series 63
- Investment Advisory Services
- Series 6
- Series 65
- Business Development Wholesaler
- Investment Management
- Sales Management
- Institutional Sales
- Working With Clients
- Management
- Financial Planning
- Securities
- Investment Advisory
- Basketball Coaching
- Leadership
- Team Leadership
- Teamwork
- Public Speaking
- Presentation Skills
- Sales Presentations
- Economics
- Regional Marketing
- Fixed Annuities
- Variable Annuities
- Wholesale Lending
- Mutual Funds
- Retirement Planning
- 401(k) Retirement Savings Plans
- Cooking
- Restaurant Management
- Employee Engagement
- Lifelong Learning
- Thought Leadership
- Productivity Improvement
George S Summary
- George S, based in Waterbury, CT, US, is currently a Vice President , Financial Consultant at Webster Investments. George S brings experience from previous roles at Liberty Bank - CT, United Bank, Santander Securities Services (S3) and Savings Bank of Danbury. George S holds a 2001 Graduate , Graduated in Top 20% of class. in Banking and Financial Support Services @ Connecticut School of Finance and Management. With a robust skill set that includes Structured Investments, Broker-Dealer Operations, 63 Licenses, Investments, External Wholesaler and more. George S has 2 emails on RocketReach.
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