Marshall Dorr Email & Phone Number
Regional Vice President @ PlanMember Financial Corporation
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Marshall Dorr Location
- Boston, MA, US
Marshall Dorr Work
- 2024 -now Regional Vice President @
- 2022 -2023 Director of Business Development @
- 2019 -2022 Director of Business Development @
- 2014 -2019 Regional Vice President @ Transamerica Mutual Funds
- 2001 -2014 Regional Vice President @ Hartford Mutual Funds
Marshall Dorr Education
- Miami University
Bachelor of Arts (BA) (Political Science and Government)
Marshall Dorr Skills
- Business Intelligence (BI)
- Business Process
- Financial Advisory
- Planning
- Strategic Thinking
- Asset Management
- Insurance
- Financial Services
- New Business Development
- Sales
- Equity Sales
- Finance
- Financial Analysis
- Financial Planning
- International Business Development
- International Business
- Group Meetings
- Investments
- Retirement Planning
- Investment Advisory
- Presentations
- Sales Processes
- Interpersonal Skills
- Relationship Building
- Communication
- Customer Relationship Management (CRM)
- Business Development
- Marketing
- Business Planning
- Client Relations
- Relationship Development
- Wealth Management
- Investment Management
- Business Process Improvement
- Series 7
- Working with Brokers
- Business Relationship Management
- Asset Allocation
- 401(k) Retirement Savings Plans
- Mutual Funds
- Investment Strategies
- 401k Retirement Savings Plans
- Business Strategy
- Strategy
- Strategic Planning
- Management
- Sales Management
- 401 Retirement Savings Plans
Marshall Dorr Summary
- Marshall Dorr, based in Boston, MA, US, is currently a Regional Vice President at PlanMember Financial Corporation. Marshall Dorr brings experience from previous roles at Fox Hill Wealth Management, Beck Bode, LLC, Transamerica Mutual Funds and Hartford Mutual Funds. Marshall Dorr holds a Bachelor of Arts (BA) in Political Science and Government @ Miami University. With a robust skill set that includes Business Intelligence (BI), Business Process, Financial Advisory, Planning, Strategic Thinking and more. Marshall Dorr has 3 emails and 1 mobile phone numbers on RocketReach.
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