John Pumphrey Email & Phone Number
Senior Client Success Lead @ Synfinii
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John Pumphrey Location
- Boston, MA, US
John Pumphrey Work
- Senior Client Success Lead @ (October 2025 - Present)
- Chief of Staff @ (September 2023 - October 2025)
- Director of Sales Enablement Solutions @ (June 2020 - September 2023)
- Director of Sales Systems and Data Quality @ Eaton Vance (May 2019 - June 2020)
- VP, Director Distribution Analytics @ Eaton Vance (August 2010 - June 2020)
- AVP-Sales Training Manager @ Eaton Vance (April 2004 - July 2010)
- Supervisor and Internal Wholesaler @ Eaton Vance (April 2001 - March 2004)
- Internal Wholesaler @ Eaton Vance (April 1998 - March 2001)
- NSCC Specialist and Operations @ Eaton Vance (July 1995 - April 1998)
John Pumphrey Education
- Fairfield University
BS (Business Administration and Management, General)
1991-1995 - St. John's Prep Danvers, MA 1987-1991
John Pumphrey Skills
- Mutual Funds
- Series 63
- Series 7
- Retail Sales Analysis
- CRM
- Series 65
- Series 26
- Sales Rep Training
- Sales Management
- Retail Sales
- FINRA
- Series 6
- Sales Operations
- Series 24
- Securities
- Asset Allocation
- Wealth Management
- Financial Services
- Customer Relationship Management (CRM)
- Asset Management
- Distribution
- Public Speaking
- Microsoft Excel
- Customer Service
- Analytics
- Services
- Alternative Investments
- Customer Relationship Management Crm
- Sales Process
- Securities Regulation
- Sales
- Investments
- Business Development
- Data Quality
- Equities
- Business Administration
- Business Analytics
- Sales Analysis
- Customer Relationship Management
John Pumphrey Summary
- John Pumphrey, based in Boston, MA, US, is currently a Senior Client Success Lead at Synfinii. John Pumphrey brings experience from previous roles at Synfinii and Eaton Vance. John Pumphrey holds a 1991 - 1995 BS in Business Administration and Management, General @ Fairfield University. With a robust skill set that includes Mutual Funds, Series 63, Series 7, Retail Sales Analysis, CRM and more. John Pumphrey has 2 emails and 2 mobile phone numbers on RocketReach.
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