Bill Breault Email and Phone Number
Bill Breault work email
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Bill Breault personal email
Strong organizational, interpersonal, and communication skills.Team player who is willing to take initiative yet able to work independently.Detail-oriented, self-motivated, and able to prioritize and multitask.Consistently maintain high standard of personal, professional, and ethical excellence.
Commonwealth Financial Network
View- Website:
- commonwealth.com
- Employees:
- 1205
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Portfolio Trade AnalystCommonwealth Financial Network Mar 2020 - PresentWaltham, Ma
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Investment Consulting ServicesCommonwealth Financial Network Nov 2017 - Mar 2020Waltham, Ma• Provide advisors with comprehensive solutions to their investment-related questions, assisting them with mutual & exchange-traded fund selection, asset allocation, approved advisory platforms, and overall case design• Consulting with advisors on strategies for growing their advisory practice
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Due Diligence AnalystCommonwealth Financial Network May 2015 - Nov 2017San Diego, Ca• Ensure that Commonwealth complies with SEC and FINRA regulations regarding sponsor and third party oversight.• Work closely with the due diligence and chief risk officer to ensure senior management is apprised of key issues, risks, and appropriate monitoring to mitigate risk.• Lead small- to mid-size projects to help implement procedural enhancements and expand due diligence processes within the company.• Serve as a resource on due diligence-related matters for management, advisors, and sponsors.
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Internal Audit InternCommonwealth Financial Network May 2014 - Apr 2015Waltham, Ma• Assisted Senior Internal Auditor with identifying risks, related internal controls testing, and documenting test results in audit work papers.• Assisted with logging audit findings and performing follow-up testing as needed.• Gained an understanding of business processes under review and documented workflows.
Bill Breault Skills
Bill Breault Education Details
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University Of Massachusetts - LowellCorporate Finance
Frequently Asked Questions about Bill Breault
What company does Bill Breault work for?
Bill Breault works for Commonwealth Financial Network
What is Bill Breault's role at the current company?
Bill Breault's current role is Portfolio Trade Analyst at Commonwealth Financial Network.
What is Bill Breault's email address?
Bill Breault's email address is bb****@****lth.com
What schools did Bill Breault attend?
Bill Breault attended Boston University, University Of Massachusetts - Lowell.
What skills is Bill Breault known for?
Bill Breault has skills like Investments, Financial Planning, Asset Allocation.
Who are Bill Breault's colleagues?
Bill Breault's colleagues are Melinda Maggio, Denise Kamel, Karen Niak, Aaron Gigliotti, Jeff Bruce, Matthew Brown, Sam Franco.
Not the Bill Breault you were looking for?
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Bill Breault
Ceo At Mill Direct Lumber Sales, Incowner/President Of Breault Industrial Group, Inc.Lake Oswego, Or3breaultindustrial.com, oshaplank.com, milldirectlumber.com -
1continental-corporation.com -
Bill Breault
Lexington, Ky
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