Justin Bard, Cima®

Justin Bard, Cima® Email and Phone Number

Senior Regional Consultant at Federated Hermes @ Federated Hermes
Justin Bard, Cima®'s Location
Ridgefield, Connecticut, United States, United States
Justin Bard, Cima®'s Contact Details
About Justin Bard, Cima®

A senior asset management sales professional and presenter with 16+ years of experience in raising capitalin SMAs, ETFs and mutual funds. Track record of success working in CT, NY, RI and PA partnering withwirehouses, independents and banks.

Justin Bard, Cima®'s Current Company Details
Federated Hermes

Federated Hermes

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Senior Regional Consultant at Federated Hermes
Justin Bard, Cima® Work Experience Details
  • Federated Hermes
    Senior Regional Consultant
    Federated Hermes Jan 2021 - Present
    Pittsburgh, Pa, Us
    View
  • Legg Mason (Acquired By Franklin Templeton)
    Regional Director At Franklin Templeton
    Legg Mason (Acquired By Franklin Templeton) Aug 2007 - Oct 2020
    San Mateo, California, Us
    View
  • Legg Mason (Acquired By Franklin Templeton)
    Director, Regional Investment Consultant
    Legg Mason (Acquired By Franklin Templeton) Sep 2011 - Jul 2020
    San Mateo, California, Us
    Distribution of Legg Mason's mutual funds, SMA's, closed-end funds, and 529 program to financial advisors in the Southern Connecticut and Southern New York region. Covering wire house, independent and bank financial advisors.
    View
  • Legg Mason (Acquired By Franklin Templeton)
    Business Development Specialist
    Legg Mason (Acquired By Franklin Templeton) Sep 2010 - Sep 2011
    San Mateo, California, Us
    Focused on financial advisors with no existing sales with Legg Mason. I took an entrepreneurial and consultative approach to my daily work, and enjoyed the challenge of going after a new opportunity set.
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  • Legg Mason (Acquired By Franklin Templeton)
    Internal Wholesaler
    Legg Mason (Acquired By Franklin Templeton) Aug 2007 - Sep 2010
    San Mateo, California, Us
    Worked in tandem with external wholesaler to promote sales of Legg Mason mutual funds, separately managed accounts and closed-end funds.
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  • Axa Advisors
    Financial Advisor
    Axa Advisors Jan 2004 - Aug 2007
    Worked with public school employees to implement 403(b) retirment programs, life insurance policies and personalized financial plans.

Justin Bard, Cima® Skills

Mutual Funds Series 7 Investments Series 63 Asset Allocation Wealth Management Alternative Investments Financial Advisory Retirement Planning Retirement Separately Managed Accounts Series 6 Series 65 Uniform Combined State Law Series 24 Life Insurance

Justin Bard, Cima® Education Details

  • Marist College
    Marist College
    Communications

Frequently Asked Questions about Justin Bard, Cima®

What company does Justin Bard, Cima® work for?

Justin Bard, Cima® works for Federated Hermes

What is Justin Bard, Cima®'s role at the current company?

Justin Bard, Cima®'s current role is Senior Regional Consultant at Federated Hermes.

What is Justin Bard, Cima®'s email address?

Justin Bard, Cima®'s email address is ju****@****ail.com

What is Justin Bard, Cima®'s direct phone number?

Justin Bard, Cima®'s direct phone number is (410) 539*****

What schools did Justin Bard, Cima® attend?

Justin Bard, Cima® attended Marist College.

What skills is Justin Bard, Cima® known for?

Justin Bard, Cima® has skills like Mutual Funds, Series 7, Investments, Series 63, Asset Allocation, Wealth Management, Alternative Investments, Financial Advisory, Retirement Planning, Retirement, Separately Managed Accounts, Series 6.

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