Matthew Putnam Email & Phone Number
Regional Client Manager @ Ameritas
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Matthew Putnam Location
- Boston, MA, US
Matthew Putnam Work
- Regional Client Manager @ (January 2018 - Present)
- Regional Sales Consultant @ (September 2016 - January 2018)
- Agent @ (November 2015 - March 2016)
- Regional Sales Representative @ (June 2010 - October 2015)
- Regional Sales Consultant @ (April 2008 - May 2010)
- Internal Wholesaler, RSI @ (June 2006 - March 2008)
- Customer Service, Mutual Funds @ (November 2005 - May 2006)
- Customer Service Representative, Retirement Plans @ (October 2000 - April 2005)
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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