Matthew Putnam's Location
Boston, Massachusetts, United States
Matthew Putnam's Work
- Regional Client Manager @ Ameritas
- Regional Sales Consultant @ Ameritas
- Agent @ New York Life
- Regional Sales Representative, Guardian Retirement Solutions @ Guardian Life
- Regional Sales Consultant, Hartford Retirements @ The Hartford
- Internal Wholesaler, Rsi @ MFS Investment Management
- Customer Service, Mutual Funds @ John Hancock Financial Services
- Customer Service Representative, Retirement Plans @ Putnam Investments
Matthew Putnam's Education
- Bridgewater State University
Bachelor of Arts (Anthropology, History)
1993 - 1999
Matthew Putnam's Skills
- Mutual Funds
- Retirement Planning
- Retirement
- Investments
- Financial Services
- 401k
- Series 63
- Fixed Annuities
- Sales
- 401k Rollovers
Matthew Putnam's Summary
Matthew Putnam, based in Boston, Massachusetts, United States, is currently a Regional Client Manager at Ameritas, bringing experience from previous roles at Ameritas, New York Life Insurance Company, Guardian Life and The Hartford. Matthew Putnam holds a 1993 - 1999 Bachelor of Arts in Anthropology, History @ Bridgewater State University. With a robust skill set that includes Mutual Funds, Retirement Planning, Retirement, Investments, Financial Services and more, Matthew Putnam contributes valuable insights to the industry. Matthew Putnam has 3 emails and 1 mobile phone number on RocketReach.
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