Franklin Martins, Cima®

Franklin Martins, Cima® Email and Phone Number

Financial services sales professional @ Value Line Funds
new york, new york, united states
Franklin Martins, Cima®'s Location
New York City Metropolitan Area, United States
Franklin Martins, Cima®'s Contact Details

Franklin Martins, Cima® work email

Franklin Martins, Cima® personal email

n/a
About Franklin Martins, Cima®

An experienced financial services sales professional with a history of success working within the investment management and financial planning industry. Skilled in relationship management, consultative sales, and asset management with a focus on mutual funds, separately managed accounts, ETF's, alternative investments, and closed end funds. FINRA Licenses: Series 7, 66Designations: CIMA

Franklin Martins, Cima®'s Current Company Details
Value Line Funds

Value Line Funds

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Financial services sales professional
new york, new york, united states
Website:
vlfunds.com
Employees:
5
Franklin Martins, Cima® Work Experience Details
  • Value Line Funds
    Ria Sales Director
    Value Line Funds Jul 2021 - Present
    New York City Metropolitan Area
    View
  • Allianz Global Investors
    Ria Investment Consultant
    Allianz Global Investors 2017 - 2020
    New York City Metropolitan Area
    External client facing sales advisor utilizing consultative sales techniques to develop, maintain and deepen relationships with new and existing Registered Investment Advisors.
    View
  • Allianz Global Investors
    Sr. Internal Investment Consultant
    Allianz Global Investors 2010 - 2017
    New York City Metropolitan Area
    Partnered with external counterpart to identify opportunities, develop a business plan, manage a territory, and drive sales goals.
    View
  • Merrill Lynch
    Financial Solutions Advisor
    Merrill Lynch 2007 - 2010
    Hopewell, Nj
    Conducted in depth investment portfolio reviews utilizing a holistic view of a client’s entire wealth spectrum in order to prepare a diversified investment plan utilizing recommended Total Merrill financial products and services.
    View

Franklin Martins, Cima® Skills

Alcatel

Franklin Martins, Cima® Education Details

Frequently Asked Questions about Franklin Martins, Cima®

What company does Franklin Martins, Cima® work for?

Franklin Martins, Cima® works for Value Line Funds

What is Franklin Martins, Cima®'s role at the current company?

Franklin Martins, Cima®'s current role is Financial services sales professional.

What is Franklin Martins, Cima®'s email address?

Franklin Martins, Cima®'s email address is fr****@****zgi.com

What schools did Franklin Martins, Cima® attend?

Franklin Martins, Cima® attended Centenary University.

What skills is Franklin Martins, Cima® known for?

Franklin Martins, Cima® has skills like Alcatel.

Who are Franklin Martins, Cima®'s colleagues?

Franklin Martins, Cima®'s colleagues are Crystal Barrett, Robert Arensmeyer, Crystal Barrett, Joyce Heinzerling Davis.

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