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Sharon Marshall Location
Springfield, MA, US
Sharon Marshall Work
2014 -now Partner and Associate Wealth Management Advisor @
2009 -2014 Vice President and Financial Advisor @ Incomeworks/Commonwealth Financial
2000 -2008 Teacher @ The Grammar School at Somersville
1995 -2000 Founder @ Energize Springfield
1992 -1993 Financial Consultant @
1988 -1992 Financial Consultant @
1985 -1988 Trust Associate @
Sharon Marshall Education
University of Minnesota-Twin Cities
Bachelor of Science - Finance
1989-1990
University of Kentucky
(Business Administration and Economics)
1983-1987
Sharon Marshall Skills
Equities
Uniform Combined State Law
Hold Series 7
Hold Series 66
Banking
Investments
Retirement
Savings Strategies
Customer Service
Disability Insurance
Mutual Funds
Wealth Management
Life Insurance
Investment Management
Long Term Care Insurance
Uniform Combined State
Retirement Income
Sharon Marshall Summary
Sharon Marshall, based in Springfield, MA, US, is currently a Partner and Associate Wealth Management Advisor at RMG Wealth Management Group. Sharon Marshall brings experience from previous roles at Incomeworks/Commonwealth Financial, The Grammar School at Somersville, Energize Springfield and Dain Bosworth. Sharon Marshall holds a 1989 - 1990 Bachelor of Science - Finance @ University of Minnesota-Twin Cities. With a robust skill set that includes Equities, Uniform Combined State Law, Hold Series 7, Hold Series 66, Banking and more. Sharon Marshall has 3 emails and 2 mobile phone numbers on RocketReach.
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