Top Client Service Specialists in Greater Boston Area
Robin Blatt-Eisengart
Financial Analyst/Project Manager in the Office of Real Estate and Asset Development
Greater Boston Area
Financial Analyst/Project Manager in the Office of Real Estate and Asset Development
Budgeting and Finance Intern
Senior Financial Analyst
Seinor Client Service Specialist
Fund Accountant
Intern
Intern
Northeastern University
Northeastern University
Recommendations: 2
Financial Analysis
Analysis
Real Estate
Policy Analysis
Budgets
Project Management
Asset Management
Budgeting
b****[email protected]
Derek Valego
Co-Founder/Secretary Board of Directors
Greater Boston Area
Co-Founder/Secretary Board of Directors
Vendor Risk Management (Third Party Assessment / Issue Management)
Assistant Men's Soccer coach
Service Quality and Customer Experience
Compliance Analyst (Shareholder, Regulatory, Tax)
Head Coach
Client Service Specialist/Market Timing Restitution Team
Assistant Coach, Women's Semi-Professional Soccer team
Contractor - Securities Brokerage Analyst
Professional Soccer Player
Contractor - Assoc Business Analyst
Merrimack College
CHS
Recommendations: 2
Analysis
Coaching
Customer Service
Access
Teamwork
Microsoft Office
Software Documentation
Mutual Funds
d****[email protected]
Michael Hureau
401(K) Client Service Manager
Greater Boston Area
401(K) Client Service Manager
Senior Client Service Specialist
Client Service Specialist II
Client Service Specialist I
Guest Services
Intern
Palm Beach Atlantic University
Recommendations: 0
Customer Service
French
PowerPoint
Haitian Creole
Time Management
Microsoft Office
Training
Finance
m****[email protected]
m****[email protected]
Kendra Kolb
Account Executive
Greater Boston Area
Account Executive
Business Development Manager
Server
Assistant to the Manager of Marketing, Promotions and Event Planning
Brand Ambassador--Perrier Water
Assistant to Manager of Sales and Marketing
Senior Account Executive - Enterprise Partnerships
Client Service Specialist, National Accounts
Customer Service Associate
NASCAR Kinetics: Marketing in Motion
Coastal Carolina University
University of Virginia
Recommendations: 0
Event Planning
Press Releases
Marketing Strategy
Event Management
Sponsorship
k****[email protected]
Kelsie Nadeau
Client Service Specialist
Greater Boston Area
Client Service Specialist
Business Development Associate
Asset Controller Specialist II
Business Continuity Intern
Identity Management Co-op
University of Massachusetts at Lowell
Recommendations: 0
Business Continuity
Identity Management
Disaster Recovery
Vendor Management
Risk Assessment
Business Continuity Planning
Business Impact Analysis
LDRPS
k****[email protected]
Steven Abbiuso
Senior Client Service Specialist
Greater Boston Area
Senior Client Service Specialist
Operations Analyst
Operations Manager
Compliance and AML Officer
Director of Operations
Senior Operations Analyst/Manager of Quality Assurance
Operations Supervisor
Salem State University
Recommendations: 0
Series 7, 24, 53 and 66
Equities
Mutual Funds
Fixed Income
Wealth Management
CRM
Trading
Portfolio Management
s****[email protected]
Stephen Jr.
Human Resources Business Partner
Greater Boston Area
Human Resources Business Partner
Contract Corporate Recruiter
Human Resources Consultant
Sr. Human Resources Business Partner
Sales Consultant
Recruiting Specialist
Client Service Specialist
Senior Human Resources Business Partner
Bridgewater State University
Massasoit Community College
Recommendations: 0
Employee Relations
Interviewing
Talent Acquisition
Recruitment/Retention
Hiring
Coaching
Talent Management
Performance Management
s****[email protected]
Derek Heald
New England Region Manager - Hospital Care
Greater Boston Area
New England Region Manager - Hospital Care
Senior Hospital Care Account Manager
Hospital Care Account Manager
Senior Sales Professional
Territory Sales Manager
Sales Consultant
Client Service Specialist
University of New Hampshire
Recommendations: 0
Hospitals
Healthcare
Medical Devices
Capital Equipment
Market Development
Vascular
d****[email protected]
Jeffrey Lucero
Psychiatric Nurse Practitioner
Greater Boston Area
Psychiatric Nurse Practitioner
Psychiatric Nurse Practitioner Resident
Psychiatric Nursing Clinical Instructor
Registered Nurse
Psychiatric Nurse Practitioner Intern
Staff RN
Mental Health Counselor
401K Client Service Specialist
Massachusetts Institute for Psychoanalysis (MIP)
Northeastern University
Simmons College
Davidson College
Middlebury College
Recommendations: 0
Nursing Care
Spanish-English
Psychiatry
Mental Health Care
Mental Health
Community Health
Medicine
Nursing
j****[email protected]
Kristen Sands, MBA
Business Analyst - Vice President
Greater Boston Area
Business Analyst - Vice President
Business Operations
Blogger
Client Service Specialist
Operations Specialist
Boston University Questrom School of Business
The University of Connecticut School of Business
Recommendations: 0
Marketing Strategy
Social Media
Team Oriented
Business Strategy
Business Development
Client Relationship Building
Client Services
Operations
s****[email protected]
Mike Pelletrino
Senior Investment Operations Specialist
Greater Boston Area
Senior Investment Operations Specialist
Middle Office Trade Specialist
Client Service Specialist
Salem State University
Recommendations: 0
Fixed Income
Derivatives
Global Custody
Alternative Investments
Emerging Markets
FX Options
Bloomberg
Asset Management
Michael DiRobbio
Financial Analyst IV
Greater Boston Area
Financial Analyst IV
Financial Analyst III
Senior Financial Analyst
Financial Analyst II
Financial Analyst
Financial Analyst
Operations Analyst
Client Service Specialist
Suffolk University - Sawyer Business School
University of Rhode Island
Recommendations: 0
Financial Modeling
Forecasting
Variance Analysis
Financial Analysis
Strategic Financial Planning
Financial Reporting
Accounting
Finance
m****[email protected]
Bill Cass, CFP®
Director of Wealth Management Programs
Greater Boston Area
Director of Wealth Management Programs
Senior Vice President, Retirement Products Marketing
Vice President, Corporate Marketing
AVP, Sales Manager of Putnam Fund Associates
Manager, Putnam Investor Services
Client Service Specialist
Tufts University
Recommendations: 0
Series 7
Series 63
Mutual Funds
Series 6
Asset Allocation
529 Plans
401k
Retirement
w****[email protected]
Nicole Calabrese
Director
Greater Boston Area
Director
Senior Associate Relationship Manager
Associate Relationship Manager
Associate Investment Professional
Senior Client Service Specialist
Client Service Specialist
Portfolio Administrator
Account Administrator
Suffolk University - Sawyer School of Management
Salem State College
Recommendations: 0
Series 65
Superior Client Service
Marketing Communications
RFP Generation
Salesforce.com
Institutional Investments
Institutional Relations
Relationship Management
n****[email protected]
Kimberlee Torkildsen
Strategic Client Service Specialist
Greater Boston Area
Strategic Client Service Specialist
Lead Generation Intern
Office Administrator
Criminal Justice Intern
Criminal Justice Intern
Client Service Associate
Volunteer
Boston University
Boston University Questrom School of Business
Clarkstown HS North
Recommendations: 0
Information Technology
Enterprise Relationship...
Salesforce.com
Information Technology...
Strategic Planning
Technology Research
Sales Process
SPSS
k****[email protected]
s****[email protected]
Rob Grazioso
Attorney
Greater Boston Area
Attorney
Of Counsel
Student Prosecutor
Student Prosecutor
Intern
Law Clerk
Technical Recruiter
Project Technician, Client Service Specialist
Operations Manager, Business Services Lead
Suffolk University Law School
Bar Member of Massachusetts
Northeastern University
Boston College
Recommendations: 0
r****[email protected]
g****[email protected]
Alexandra Roy
Research Intern
Greater Boston Area
Research Intern
Strategic Client Service Manager - Team Lead
Strategic Client Service Manager
Client Service Specialist
Graduate Student Advisor
Campus Representative
Intern
Intern
Harvard Extension School
McGill University
Recommendations: 0
Word
Outlook
Customer Service
PowerPoint
Marketing
Social Media
Event Planning
Editing
a****[email protected]
Daniel Conklin, CFA
Investment Analyst
Greater Boston Area
Investment Analyst
Fixed Income Portfolio Analyst
Middle Office Analyst
Client Service Specialist
Internship
University of Massachusetts Lowell
Recommendations: 0
Fixed Income
d****[email protected]
d****[email protected]
Krista Fleming
Proxy Operations Manager
Greater Boston Area
Proxy Operations Manager
Client Service Specialist
Client Service Specialist
Westfield State University
Recommendations: 0
k****[email protected]
Kamar Calixte
Financial Specialist
Greater Boston Area
Financial Specialist
Student
Senior Client Service Specialist
Senior Operations Specialist
Mortgage Banking Consultant/ Lead Mortgage Trainer
Assistant to Branch Manager/Mortgage Processor
Northeastern University
Recommendations: 0
Sales Force
Global Plus
SEI
Global Security Movement and Control
Security Movement and Control
Calyx Point
The Mortgage Coach
Microsoft Excel
k****[email protected]
