John Fitzgerald Email & Phone Number
Vice President, Retirement Services @ USI Consulting Group
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John Fitzgerald Location
- Dedham, MA, US
John Fitzgerald Work
- Vice President, Retirement Services @ (October 2019 - Present)
- Sr. Vice President, Strategic Relationship Management @ (March 2013 - December 2018)
- Vice President, Personal Financial Services @ (September 2007 - March 2013)
- Director, Annuity Operations @ (January 2002 - September 2007)
- Operations Manager @ (March 1994 - January 2002)
John Fitzgerald Education
- Northeastern University
(Business Administration, Management and Operations)
1988-1993 - Harvard Business School
High Potentials Leadership Program
2012
John Fitzgerald Skills
- Investments
- Financial Services
- Series 63
- Retirement
- Mutual Funds
- Account Management
- Series 6
- Series 7
- Business Analysis
- 401k
- Securities
- Capital Markets
- Financial Analysis
- Process Improvement
- Wealth Management
- Portfolio Management
- Fixed Annuities
- Retirement Planning
- Series 24
- Customer Service
- Key Account
- Public Speaking
- Strategic Planning
- Project Management
- Leadership
- Pricing Strategies
- Sales
- Advisor Relationships
- 401K Retirement Savings Plans
- Coaching/Mentioring
- Firm Profitability
- Sales Management
- Asset Retention
- Business Process Improvement
- Management
- Recruiting/Hiring
- 401 Retirement Savings Plans
John Fitzgerald Summary
- John Fitzgerald, based in Dedham, MA, US, is currently a Vice President, Retirement Services at USI Consulting Group. John Fitzgerald brings experience from previous roles at John Hancock Financial Services and Manulife. John Fitzgerald holds a 1988 - 1993 Northeastern University. With a robust skill set that includes Investments, Financial Services, Series 63, Retirement, Mutual Funds and more. John Fitzgerald has 2 emails and 1 mobile phone numbers on RocketReach.
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