John Pumphrey Email & Phone Number
Senior Client Success Lead @ Synfinii
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John Pumphrey Location
- Boston, MA, US
John Pumphrey Work
- 2025 -now Senior Client Success Lead @
- 2023 -2025 Chief of Staff @
- 2020 -2023 Director of Sales Enablement Solutions @
- 2019 -2020 Director of Sales Systems and Data Quality @
- 2010 -2020 VP, Director Distribution Analytics @
- 2004 -2010 AVP-Sales Training Manager @
- 2001 -2004 Supervisor and Internal Wholesaler @
- 1998 -2001 Internal Wholesaler @
- 1995 -1998 NSCC Specialist and Operations @
John Pumphrey Education
- Fairfield University 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 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 1 mobile phone numbers on RocketReach.
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