Regional Director at Franklin Templeton @ (August 2007 - October 2020)
Director, Regional Investment Consultant @ (September 2011 - July 2020)
Business Development Specialist @ (September 2010 - September 2011)
Internal Wholesaler @ (August 2007 - September 2010)
Financial Advisor @ AXA Advisors (January 2004 - August 2007)
Justin Bard Education
Marist University
BA (Communications)
1999-2003
Justin Bard Skills
Wealth Management
Investments
Separately Managed Accounts
Series 63
Financial Advisory
Series 7
Series 6
Asset Allocation
Retirement Planning
Series 65
Uniform Combined State Law
Series 24
Life Insurance
Alternative Investments
Retirement
Mutual Funds
Hold Series 7
series 66
Leadership
Marketing
Public Speaking
Strategy
Justin Bard Summary
Justin Bard, based in Ridgefield, CT, US, is currently a Senior Regional Consultant at Federated Hermes. Justin Bard brings experience from previous roles at Legg Mason (Acquired by Franklin Templeton). Justin Bard holds a 1999 - 2003 BA in Communications @ Marist University. With a robust skill set that includes Wealth Management, Investments, Separately Managed Accounts, Series 63, Financial Advisory and more. Justin Bard has 3 emails and 1 mobile phone numbers on RocketReach.
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