David Ferris, Crps
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David Ferris, Crps Email & Phone Number

The Ferris Financial Group at LPL Financial
Location: Greater Boston, United States 9 work roles 2 schools
1 work email found @jhancock.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email d****@jhancock.com
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Current company
LPL Financial
Role
The Ferris Financial Group
Location
Greater Boston, United States
Company size
14027 employees

Who is David Ferris, Crps? Overview

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Quick answer

David Ferris, Crps is listed as The Ferris Financial Group at LPL Financial, a with 14027 employees, based in Greater Boston, United States. AeroLeads shows a work email signal at jhancock.com and a matched LinkedIn profile for David Ferris, Crps.

David Ferris, Crps previously worked as Wealth Manager at Lpl Financial and Retirement Plan Sales Consultant at John Hancock. David Ferris, Crps holds Bachelor Of Business Administration (Bba), Finance from Isenberg School Of Management, Umass Amherst.

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Email format at LPL Financial

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*@jhancock.com
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AeroLeads found 1 current-domain work email signal for David Ferris, Crps. Compare company email patterns before reaching out.

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About David Ferris, Crps

David Ferris, Crps is a The Ferris Financial Group at LPL Financial. He possess expertise in social networking, microsoft excel, microsoft word, time management, market research and 13 more skills.

Listed skills include Social Networking, Microsoft Excel, Microsoft Word, Time Management, and 14 others.

Current workplace

David Ferris, Crps's current company

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LPL Financial
Lpl Financial
The Ferris Financial Group
Boston, MA, US
Website
lpl.com
Employees
14027
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Company profile
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9 roles

David Ferris, Crps work experience

A career timeline built from the work history available for this profile.

Retirement Plan Sales Consultant

John Hancock

Boston, Massachusetts, United States

- Partner with Financial Representatives to provide added-value sales and marketing strategies aimed at building and maintaining their retirement plan business- Assist Financial Representatives in better understanding product, pricing and compensation modeling- Provide marketing materials and sales tools that complement the Financial Advisors business

Oct 2020 - Mar 2024

Senior Application Sales Executive

Oracle

Greater Boston Area

I work with businesses in New England to identify back-office system gaps and optimize business processes. I provide ROI analysis, business case propositions, and guide clients from requirements gathering through implementation. Product Suites:☁ Enterprise Resource Planning Cloud (ERP): Financials, Revenue Management, Project Financial Management, Project Management, Procurement, Governance/Risk/Compliance Management, Configure Price Quote☁ Enterprise Performance… Show more I work with businesses in New England to identify back-office system gaps and optimize business processes. I provide ROI analysis, business case propositions, and guide clients from requirements gathering through implementation. Product Suites:☁ Enterprise Resource Planning Cloud (ERP): Financials, Revenue Management, Project Financial Management, Project Management, Procurement, Governance/Risk/Compliance Management, Configure Price Quote☁ Enterprise Performance Management (EPM) : Planning & Budgeting, Financial Consolidation and Close, Account Reconciliation, Profitability and Cost Management, Tax Reporting☁ Human Capital Management Cloud (HCM): Global HR , Talent Management, Recruiting/Onboarding☁ Supply Chain Management Cloud (SCM): Inventory Management, Logistics, Manufacturing, Order Management, Procurement, Product Life-cycle Management, Product Master Data, Supply Chain Planning, Warehouse Management, Transportation Management Show less

Sep 2017 - Oct 2020

Hyperion & Erp Cloud Applications Account Manager

Oracle

• Cloud Enterprise Resource Planning/Performance Management Account Manager - Mid-Market

Jun 2016 - Sep 2017

Erp Applications Account Manager

Oracle

Enterprise Resource Planning Account Manager- MiamiProduct Suites:-Oracle Cloud Enterprise Resource Planning-Oracle E-Business Suite-JD Edwards-PeopleSoft

Jun 2015 - Jun 2016

Supply Chain Analyst Intern

The Tjx Companies, Inc.

Framingham, Ma

My responsibilities included: -Constructing weekly Inbound Management Tools to support executive-level decision making-Analyzing movement of goods from Vendors to Distribution Centers to ensure efficiency and timeliness-Evaluating store shipping needs and making recommendations to maximize flow and reduce costs.-Developing sophisticated templates to examine and solve operations and financial business issues

Jun 2014 - Aug 2014

Business Consultant Intern

Central Massachusetts Small Business Development Center

Springfield, Massachusetts

-Provided consulting services to prospective and existing small businesses-Prepared financial projections, including cash flow, profit and loss statements and balance sheets. -Performed detailed market research to develop marketing and sales strategies-Created a unique template for projecting profit and loss statement which helped businesses get loans.

Jan 2014 - May 2014

Landscaper

Busch Brother'S Lawn Services

Vernon, Ct

• In team of 3, provided lawn service to residential and commercial customers • Enhanced communication skills interacting with customers in various properties• Helped increase sales by an average of 10 lawns per day

May 2012 - Jan 2014
Team & coworkers

Colleagues at LPL Financial

Other employees you can reach at lpl.com. View company contacts for 14027 employees →

RC Ryan Capuzzi Ryan Capuzzi Colleague at Lpl FinancialUnited States View → TB Tabitha Bailey Tabitha Bailey Colleague at Lpl FinancialClover, South Carolina, United States View → JM Jay Medders, Cia, Cfsa, Crma, Cfirs Jay Medders, Cia, Cfsa, Crma, Cfirs Colleague at Lpl FinancialCharlotte Metro, United States View → SK Srinivas Kudeti Srinivas Kudeti Colleague at Lpl FinancialJersey City, New Jersey, United States View → TM Tami Meridith Tami Meridith Colleague at Lpl FinancialRedding, California, United States View → RW Rebecah Weathers Rebecah Weathers Colleague at Lpl FinancialGranite Bay, California, United States View → ML Michael Lieberman Michael Lieberman Colleague at Lpl FinancialNew York City Metropolitan Area, United States View → MD Mahogany Darnell Mahogany Darnell Colleague at Lpl FinancialCharlotte, North Carolina, United States View → JK Jenna Knocke Jenna Knocke Colleague at Lpl FinancialCharlotte, North Carolina, United States View → JS Jennifer Schwartz Jennifer Schwartz Colleague at Lpl FinancialSan Diego, California, United States View →
2 education records

David Ferris, Crps education

FAQ

Frequently asked questions about David Ferris, Crps

Quick answers generated from the profile data available on this page.

What company does David Ferris, Crps work for?

David Ferris, Crps works for LPL Financial.

What is David Ferris, Crps's role at LPL Financial?

David Ferris, Crps is listed as The Ferris Financial Group at LPL Financial.

What is David Ferris, Crps's email address?

AeroLeads has found 1 work email signal at @jhancock.com for David Ferris, Crps at LPL Financial.

Where is David Ferris, Crps based?

David Ferris, Crps is based in Greater Boston, United States while working with LPL Financial.

What companies has David Ferris, Crps worked for?

David Ferris, Crps has worked for Lpl Financial, John Hancock, Oracle, The Tjx Companies, Inc., and Central Massachusetts Small Business Development Center.

Who are David Ferris, Crps's colleagues at LPL Financial?

David Ferris, Crps's colleagues at LPL Financial include Ryan Capuzzi, Tabitha Bailey, Jay Medders, Cia, Cfsa, Crma, Cfirs, Srinivas Kudeti, and Tami Meridith.

How can I contact David Ferris, Crps?

You can use AeroLeads to view verified contact signals for David Ferris, Crps at LPL Financial, including work email, phone, and LinkedIn data when available.

What schools did David Ferris, Crps attend?

David Ferris, Crps holds Bachelor Of Business Administration (Bba), Finance from Isenberg School Of Management, Umass Amherst.

What skills is David Ferris, Crps known for?

David Ferris, Crps is listed with skills including Social Networking, Microsoft Excel, Microsoft Word, Time Management, Market Research, Finance, Analysis, and Microsoft Project.

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