Please complete the CAPTCHA to continue
A concise factual answer block for searchers comparing this professional profile.
Connor Brisson is listed as Financial Planner at Northeast Planning Associates, a company with 75 employees, based in Vermont, United States, United States. AeroLeads shows a matched LinkedIn profile for Connor Brisson.
Connor Brisson previously worked as Registered Representative at Wells Fargo Clearing Services, Llc and Teller at Northcountry Federal Credit Union. Connor Brisson holds Bachelor Of Science - Bs, Business from University Of Vermont.
This section adds company-level context without repeating Connor Brisson's masked contact details.
Review company-level records connected to Connor Brisson before choosing the right outreach path.
I help good people make informed decisions about their investments, insurance and financial planning in an effort to better their situation. I hold my Series 7 and Series 66 registrations with LPL Financial. I also hold Life & Health insurance licenses.Prior to joining Tim's practice, I was an adviser with Wells Fargo Advisors. I also have experience in the banking industry where I grew my skills in client services and relationship management. This is my second stint with NPA, having formerly worked with Tim as his Office Manager, where my primary function was to streamline operations and provide greater efficiencies for the practice. I am a graduate of the University of Vermont with a B.S. in Business Administration. My studies included Marketing, International Business, Global Studies and French. I spent time abroad in France at the Grenoble Ecole De Management, an international accredited business school.
Company context helps verify the profile and gives searchers a useful next step.
A career timeline built from the work history available for this profile.
Burlington, Vermont, United States
Financial planning offered through Northeast Planning Associates, Inc. (NPA), a registered investment adviser (RIA). Securities and advisory services offered through LPL Financial (LPL), an RIA and broker-dealer (BD), Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the Contact Info section above. Third party posts found on this profile.
Burlington, Vermont, United States
Milton, VT
-Primary function is to streamline operations and provide greater efficiencies for the practice-Fulfills various administrative and office duties; inclusive of maintaining schedules-Produce business correspondence and official mailings-Update and maintain Principal LinkedIn Profile-Data entry including hard copy and electronic filing-Update client.
-Responsible for resolving customer questions, complaints and requests -Continually develop and maintain working knowledge of internal policies, procedures and products-Identify and address customer’s issue within set time parameters-Escalate potentially fraudulent charges to management following proper procedure and filing the necessary forms
Other employees you can reach at northeastplanning.com. View company contacts for 75 employees →
Neil Hubacker
Colleague at Northeast Planning Associates
Greater Boston, United States
View →
WA
Wally Ammon
Colleague at Northeast Planning Associates
Francestown, New Hampshire, United States, United States
View →
JR
John Rebmann
Colleague at Northeast Planning Associates
West Springfield, Massachusetts, United States, United States
View →
GW
Gary Wallace
Colleague at Northeast Planning Associates
Bedford, New Hampshire, United States, United States
View →
BH
Brian Heffernan
Colleague at Northeast Planning Associates
Southborough, Massachusetts, United States, United States
View →
ES
Elizabeth Salzberg
Colleague at Northeast Planning Associates
Temple, New Hampshire, United States, United States
View →
PM
Paul M. Goyette
Colleague at Northeast Planning Associates
Bedford, New Hampshire, United States, United States
View →
WG
Wilfred Gonzalez
Colleague at Northeast Planning Associates
Perth Amboy, New Jersey, United States, United States
View →
AH
Amanda Horkey
Colleague at Northeast Planning Associates
Manchester, New Hampshire, United States, United States
View →
PG
Patrick Gillis Aif®
Colleague at Northeast Planning Associates
Portsmouth, New Hampshire, United States, United States
View →
Activities and Societies: UVM Club Football
Activities and Societies: Football, Basketball, Lacrosse, Snowboarding National Honors Society
Quick answers generated from the profile data available on this page.
Connor Brisson works for Northeast Planning Associates.
Connor Brisson is listed as Financial Planner at Northeast Planning Associates.
Connor Brisson is based in Vermont, United States, United States while working with Northeast Planning Associates.
Connor Brisson has worked for Northeast Planning Associates, Wells Fargo Clearing Services, Llc, Northcountry Federal Credit Union, People'S United Bank, N.A., and U.S. Security Associates, Inc..
Connor Brisson's colleagues at Northeast Planning Associates include Neil Hubacker, Wally Ammon, John Rebmann, Gary Wallace, and Brian Heffernan.
You can use AeroLeads to view verified contact signals for Connor Brisson at Northeast Planning Associates, including work email, phone, and LinkedIn data when available.
Connor Brisson holds Bachelor Of Science - Bs, Business from University Of Vermont.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contactsCheck these profiles if this is not the Connor Brisson you were looking for.
