Vice President and Financial Advisor @ Incomeworks/Commonwealth Financial (January 2009 - January 2014)
Teacher @ The Grammar School at Somersville (January 2000 - January 2008)
Founder @ Energize Springfield (March 1995 - June 2000)
Financial Consultant @ (July 1992 - December 1993)
Financial Consultant @ (September 1988 - July 1992)
Trust Associate @ (June 1985 - September 1988)
Sharon Marshall Education
University of Minnesota
Bachelor of Science - Finance
1989-1990
University of Kentucky
Business Administration and Economics
1983-1987
Sharon Marshall Skills
Banking
Customer Service
Disability Insurance
Equities
Hold Series 66
Hold Series 7
Investment Management
Investments
Life Insurance
Long Term Care Insurance
Mutual Funds
Retirement
Retirement Income
Savings Strategies
Uniform Combined State Law
Wealth Management
Uniform Combined State
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. With a robust skill set that includes Banking, Customer Service, Disability Insurance, Equities, Hold Series 66 and more. Sharon Marshall has 3 emails and 2 mobile phone numbers on RocketReach.
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