George S Email
Vice President , Financial Consultant @ Webster Investments
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George S Location
- Waterbury, CT, US
George S Work
- Vice President , Financial Consultant @ (June 2021 - Present)
- Vice President Liberty Bank , Raymond James Financial Services - Financial Advisor @ (November 2019 - June 2021)
- Vice President - United Bank , Financial Advisor - Infinex Investments Inc. @ (December 2015 - November 2019)
- Vice President - Financial Consultant @ (December 2014 - December 2015)
- Vice President - Business Development , Investments FA (Infinex Financial) @ (January 2012 - January 2014)
- Vice President Investments @ (January 2011 - August 2012)
- District Sales Manager - Producing Advisor @ Generations Financial - Cadaret Grant&Co. (January 2010 - January 2011)
- Business Development Wholesaler - Annuities @ (January 2008 - December 2009)
- External Wholesaler - Connecticut and Rhode Island @ (January 2007 - January 2008)
- External Wholesaler and Business Development Manager - Connecticut and Rhode Island @ Mortgage Lenders Network USA,INC (January 2003 - January 2007)
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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