Stephen Boudreau Email & Phone Number
Retirement Plan Consultant @ Alera Group, Inc.
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Stephen Boudreau Location
- Boston, MA, US
Stephen Boudreau Work
- 2024 - now Retirement Plan Consultant @
- 2016 - 2024 Partner and Client Relationship Manager, Retirement Plan Consultant @
- 2013 - 2016 Retirement Plan Consultant @
- 2007 - 2013 401(k) Relationship Manager @
- 2007 - 2013 Assistant Vice President - Relationship Manager @
- 2001 - 2007 Assistant Vice President - Relationship Manager and Operations Officer @
- 2000 - 2001 Relationship Officer @ John Hancock
- 1994 - 2000 Relationship Manager @
- 1994 - 2000 Assistant Vice President, Senior Account and Relationship Officer @ Putnam
Stephen Boudreau Education
- Stonehill College
Bachelor of Arts (International Relations and Affairs)
1990 - 1994 - Bentley College
Certificate (Pension Administration)
Stephen Boudreau Skills
- Mutual Funds
- Retirement
- Investments
- Defined Benefit
- Asset Allocation
- Retirement Planning
- CRM
- Business Planning
- Product Management
- Defined Contribution
- Series 63
- Series 7
- Recruiting
- Sales
- Series 6
- Asset Managment
- Securities
- Fixed Income
- 401k
- Equities
- ETFs
- Investment Management
- Investment Advisory
- Asset Management
Stephen Boudreau Summary
- Stephen Boudreau, based in Boston, MA, US, is currently a Retirement Plan Consultant at Alera Group, Inc.. Stephen Boudreau brings experience from previous roles at Strategic Retirement Plan Consultants, Marsh & McLennan Agency and Deutsche Asset Management. Stephen Boudreau holds a 1990 - 1994 Bachelor of Arts in International Relations and Affairs @ Stonehill College. With a robust skill set that includes Mutual Funds, Retirement, Investments, Defined Benefit, Asset Allocation and more. Stephen Boudreau has 2 emails and 1 mobile phone numbers on RocketReach.
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