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Senior-Level Executive – Executive with hands on experience managing and driving sales channels, implementing strategic plans and product positioning. Extensive wholesale and financial sales experience in retirement plans, mutual funds and managed money platforms. Accredited Investment Fiduciary Auditor with a track record of documented contributions leading to improved financial performance.
Akoola
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Gone Sailing!Akoola Mar 2022 - Present
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Regional DirectorLoring Ward Nov 2015 - Jan 2018New England -
Senior Vice PresidentGravity Investments & Gravity Capital Partners Jan 2015 - Nov 2015Senior Vice President -
Managing DirectorWealth Management And Trust Company Jun 2011 - 2015New EnglandExternal Financial Wholesaler for mutual funds and trust services.Business development of RIA's, banks, wire regional and independent broker dealers.
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Managing General PartnerMsy, Llc. Jun 1998 - 2011
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Vice President, Senior Regional ManagerFranklin Templeton Investments Jan 1985 - Jul 2004Business retirement plans specialist, affluent client and investment-only accounts wholesaler for New England and Mid-Atlantic territories. Charged with business development of TPA’s, RIA’s, banks, wire regional and independent broker dealers.Road warrior igniting sales to build a $1+ billion sales region including open end, closed end fund, and annuity offerings. Develop business plan for management and coordination of sales team to market a menu of over 150 international and national mutual funds. New markets and business development expert. -
Retirement PlansFranklin Templeton Group 1985 - 2004
James Duryea Skills
James Duryea Education Details
Frequently Asked Questions about James Duryea
What company does James Duryea work for?
James Duryea works for Akoola
What is James Duryea's role at the current company?
James Duryea's current role is New England.
What is James Duryea's email address?
James Duryea's email address is ja****@****ail.com
What is James Duryea's direct phone number?
James Duryea's direct phone number is +161729*****
What schools did James Duryea attend?
James Duryea attended Clarkson University, University Of Pittsburgh.
What skills is James Duryea known for?
James Duryea has skills like Mutual Funds, Retirement Planning, Business Planning, Banking, Fixed Annuities, Strategic Planning, Business Development, Pensions, Wealth Management, Investments, Series 7, Asset Management.
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