Drew Rivers Email & Phone Number
Who is Drew Rivers? Overview
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Drew Rivers is listed as Financial Advisor at Keenan Financial at Keenan Financial, a company with 10 employees, based in Plymouth, Massachusetts, United States. AeroLeads shows a matched LinkedIn profile for Drew Rivers.
Drew Rivers previously worked as Financial Advisor at Keenan Financial and Wealth Management Intern at Ubs. Drew Rivers holds Bsba, Finance, General from Suffolk University.
Email format at Keenan Financial
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About Drew Rivers
I am a financial advisor and a finance and business economics major who recently graduated from Suffolk University. With a solid foundation in financial principles and economic theory, I have honed my analytical and problem-solving skills through both academic coursework and practical experiences. My background includes valuable banking experience, where I developed a keen understanding of financial markets, investment strategies, and customer relations. I am passionate about leveraging my education and experience to drive financial success and economic growth, and I am eager to take on new challenges in the finance industry.
Drew Rivers's current company
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Drew Rivers work experience
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Wealth Management Intern
- Main responsibility focused on assisting new financial advisors with the transition of clients from their prior firm.
- Worked on special projects pertaining to client acquisition.
- Helped create portfolio presentations using microsoft powerpoint and supporting microsoft excel spreadsheets.
- Maintained and updated current and potential clients contacts and profiles.
- Assisted financial advisors with any day to day transactions/general problems.
Bank Teller
- Focused on day to day customer transactions. Primarily focused on deposits, withdrawals, loan payments, account opening support and general account inquiries.
- Employed as a “float” employee, was sent to help numerous locations in the Plymouth, MA area.
- Gained insight and knowledge of both personal and business accounts pertaining to the creation of new accounts and the maintaining both account health and customer satisfaction.
Personal Shopper
- Received and filled out client online orders while giving customer updates and making anychanges when needed
- Advised customers’ on any other services or potential discounts the company was offering to fittheir specific needs.
- Selected by store management to be the primary opener and closer of the department.
- Awarded with numerous employee of the month awards
Colleagues at Keenan Financial
Other employees you can reach at keenanfinancial.com. View company contacts for 10 employees →
Tashawn Arabian
Colleague at Keenan Financial
New Bedford, Massachusetts, United States, United States
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NJ
Nicholas Jasie
Colleague at Keenan Financial
Boston, Massachusetts, United States, United States
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DC
Daniel Croll
Colleague at Keenan Financial
Boston, Massachusetts, United States, United States
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MJ
Matthew J. Poindexter
Colleague at Keenan Financial
Boston, Massachusetts, United States, United States
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AM
Ashley Mahoney
Colleague at Keenan Financial
Boston, Massachusetts, United States, United States
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CS
Caley Surro
Colleague at Keenan Financial
Boston, Massachusetts, United States, United States
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LF
Luke Furman
Colleague at Keenan Financial
Boston, Massachusetts, United States, United States
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TC
Tyler Cortland
Colleague at Keenan Financial
Boston, Massachusetts, United States, United States
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AD
Alexander Di Martino
Colleague at Keenan Financial
Boston, Massachusetts, United States, United States
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JR
Jack Reid
Colleague at Keenan Financial
Greater Boston, United States
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Drew Rivers education
Bsba, Finance, General
Bsba, Business/Managerial Economics
Education record
Frequently asked questions about Drew Rivers
Quick answers generated from the profile data available on this page.
What company does Drew Rivers work for?
Drew Rivers works for Keenan Financial.
What is Drew Rivers's role at Keenan Financial?
Drew Rivers is listed as Financial Advisor at Keenan Financial at Keenan Financial.
Where is Drew Rivers based?
Drew Rivers is based in Plymouth, Massachusetts, United States while working with Keenan Financial.
What companies has Drew Rivers worked for?
Drew Rivers has worked for Keenan Financial, Ubs, Rockland Trust, and Walmart.
Who are Drew Rivers's colleagues at Keenan Financial?
Drew Rivers's colleagues at Keenan Financial include Tashawn Arabian, Nicholas Jasie, Daniel Croll, Matthew J. Poindexter, and Ashley Mahoney.
How can I contact Drew Rivers?
You can use AeroLeads to view verified contact signals for Drew Rivers at Keenan Financial, including work email, phone, and LinkedIn data when available.
What schools did Drew Rivers attend?
Drew Rivers holds Bsba, Finance, General from Suffolk University.
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