Stephen Boudreau Email & Phone Number
Retirement Plan Consultant @ Alera Group, Inc.
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Stephen Boudreau Location
- Boston, MA, US
Stephen Boudreau Work
- Retirement Plan Consultant @ (October 2024 - Present)
- Partner and Client Relationship Manager, Retirement Plan Consultant @ (May 2016 - September 2024)
- Retirement Plan Consultant @ (January 2013 - May 2016)
- Assistant Vice President - Relationship Manager @ (July 2007 - January 2013)
- 401(k) Relationship Manager @ (July 2007 - January 2013)
- Assistant Vice President - Relationship Manager @ (July 2007 - January 2013)
- Assistant Vice President - Relationship Manager and Operations Officer @ (June 2001 - July 2007)
- Relationship Officer @ John Hancock (May 2000 - May 2001)
- Relationship Manager @ (May 1994 - May 2000)
- Assistant Vice President, Senior Account and Relationship Officer @ Putnam (May 1994 - May 2000)
Stephen Boudreau Education
- Bentley College
Certificate (Pension Administration)
1999 - Stonehill College
Bachelor of Arts (International Relations and Affairs)
1990-1994
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, DWS Investments and Deutsche Asset Management. Stephen Boudreau holds a Certificate in Pension Administration @ Bentley College. With a robust skill set that includes Mutual Funds, Retirement, Investments, Defined Benefit, Asset Allocation and more. Stephen Boudreau has 2 emails and 2 mobile phone numbers on RocketReach.
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