Jeff Aaron Email & Phone Number

Boston, Massachusetts, United States

Boston, Massachusetts, United States

Oversee Putnam's insurance business for investment solutions inside annuity products. Responsible for business development, senior homeoffice relationships, cross-selling new products, meeting support, wholesaler coverage and management of group.

Andover, Ma.

 Manage Putnam’s Key Accounts efforts within the RIA industry consisting of the four major custodial platforms – Charles Schwab, Fidelity, TD Ameritrade, & Pershing.  Actively work with all the major Turnkey Asset Management Providers (TAMPs) – Envestnet, LitmanGregory, FundQuest, Lockwood, Brinker, etc.  Responsible for new business development, senior homeoffice relationships, cross-selling new products, revenue sharing, meeting support, wholesaler coverage and management of group.

Boston, Ma.

 Responsible for new business development, senior homeoffice relationships, cross-selling new products, revenue sharing, meeting support, wholesaler coverage and management of group. Established new relationships with major banks, insurance companies, TPA’s, pass-thru agents, and broker dealers.  Expanding new channels of distribution by forging new relationships with Private Banking clients (i.e. Personal Trust).  Involved with our RIA, variable annuity and institutional money market distribution, as well