Matthew Putnam Email & Phone Number
Regional Client Manager @ Ameritas
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Matthew Putnam Location
- Boston, MA, US
Matthew Putnam Work
- 2018 -now Regional Client Manager @
- 2016 -2018 Regional Sales Consultant @
- 2015 -2016 Agent @
- 2010 -2015 Regional Sales Representative @
- 2008 -2010 Regional Sales Consultant @
- 2006 -2008 Internal Wholesaler, RSI @
- 2005 -2006 Customer Service, Mutual Funds @
- 2000 -2005 Customer Service Representative, Retirement Plans @
Matthew Putnam Education
- Bridgewater State University
Bachelor of Arts (B.A.) (HISTORY)
1993-1999 - Bridgewater State University
Bachelor’s Degree (History, Anthropology)
1993-1999
Matthew Putnam Skills
- Series 63
- Public Speaking
- Fixed Annuities
- Wealth Preservation Planning
- Insurance
- Retirement Planning
- Sales
- Investments
- Business Analysis
- Series 6
- Finance
- 401k
- Financial Services
- Sales Management
- Mutual Funds
- Microsoft Word
- Marketing
- Defined Benefit
- 401k Rollovers
- Project Management
- Retirement
- Securities
Matthew Putnam Summary
- Matthew Putnam, based in Boston, MA, US, is currently a Regional Client Manager at Ameritas. Matthew Putnam brings experience from previous roles at Ameritas, New York Life Insurance Company, The Guardian Life Insurance Company of America and The Hartford. Matthew Putnam holds a 1993 - 1999 Bachelor of Arts (B.A.) in HISTORY @ Bridgewater State University. With a robust skill set that includes Series 63, Public Speaking, Fixed Annuities, Wealth Preservation Planning, Insurance and more. Matthew Putnam has 4 emails and 2 mobile phone numbers on RocketReach.
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