Jeff Aaron Email and Phone Number
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The views expressed are my own and not of Franklin Templeton or Putnam Investments.This material should not be construed as individual investment advice or a recommendation regarding securities investments. All investments involve risk including possible loss of principal. Products and services may not be available in all jurisdictions.Please review the Franklin Templeton Privacy and Cookie Notice:https://www.franklintempletonglobal.com/privacy. © Franklin Distributors, LLC. Members FINRA/SIPC.Putnam Investments is a Franklin Templeton company.
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Vp, Strategic Account Director Insurance ChannelFranklin Templeton Jan 2024 - PresentBoston, Massachusetts, United States
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Senior Strategic Account Manager, Insurance ChannelPutnam Investments Jun 2012 - Jan 2024Boston, Massachusetts, United StatesOversee 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. -
Senior Relationship Manager - Registered Investment Advisory Channel (Ria)Putnam Investments Jan 2009 - Jun 2012Andover, 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.
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Senior Vice President - Defined Contribution Investment Only (Dcio)Putnam Investments Jan 2000 - Dec 2008Boston, 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
Jeff Aaron Education Details
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Psychology & Economics
Frequently Asked Questions about Jeff Aaron
What company does Jeff Aaron work for?
Jeff Aaron works for Franklin Templeton
What is Jeff Aaron's role at the current company?
Jeff Aaron's current role is Director of Strategic Partnerships, Insurance Channel FranklinTempleton.
What is Jeff Aaron's email address?
Jeff Aaron's email address is je****@****nam.com
What schools did Jeff Aaron attend?
Jeff Aaron attended University Of North Carolina At Chapel Hill.
Who are Jeff Aaron's colleagues?
Jeff Aaron's colleagues are Srinivas Krovvidi, John Rohaly, Yasmin Snyder, Mary Kuhns, Renuka Dwivedi, Avinash Punna, Jonathan Burley.
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Jeff Aaron
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