Kevin Monaghan

Kevin Monaghan Email and Phone Number

Vice President- Senior Advisor Consultant at Franklin Templeton @ Franklin Templeton
Richmond, VA, US
Kevin Monaghan's Location
Richmond, Virginia, United States, United States
Kevin Monaghan's Contact Details

Kevin Monaghan work email

Kevin Monaghan personal email

n/a

Kevin Monaghan phone numbers

About Kevin Monaghan

As an external wholesaler for Franklin Templeton, my goal is to create mutually beneficial partnerships with financial advisors in Virginia by sharing timely wealth management, practice management, and investment management ideas. I also work closely with managers, complex directors, and various centers of influence to help with firm wide and local office initiatives.I am always looking for new ideas to help our clients make informed investment decisions, learn and adopt new technologies, and more importantly grow their practice with unique client acquisition strategies. The views expressed are my own and not of Franklin Templeton or Putnam Investments.This material is intended to be of general interest only and should not be construed as individual investment advice or a recommendation or solicitation to buy, sell or hold any security or to adopt any investment strategy.All investments involve risk including possible loss of principal. Your personal data may be subject to our Privacy & Cookies Notice which you can read here: https://www.franklintempletonglobal.com/privacy, regardless of where the data originates.© Franklin Distributors, LLC and Putnam Retail Management LP. Members FINRA/SIPC. Putnam Investments is a Franklin Templeton company.Licenses: Series 6, 7, 63, 65

Kevin Monaghan's Current Company Details
Franklin Templeton

Franklin Templeton

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Vice President- Senior Advisor Consultant at Franklin Templeton
Richmond, VA, US
Employees:
12060
Kevin Monaghan Work Experience Details
  • Franklin Templeton
    Franklin Templeton
    Richmond, Va, Us
  • Franklin Templeton
    Vice President- Senior Advisor Consultant
    Franklin Templeton Jan 2024 - Present
    San Mateo, California, Us
  • Putnam Investments
    Senior Regional Consultant
    Putnam Investments Jul 2021 - Jan 2024
    Boston, Massachusetts, Us
  • Putnam Investments
    Regional Advisor Consultant
    Putnam Investments Apr 2015 - Jan 2024
    Boston, Massachusetts, Us
  • Putnam Investments
    Regional Advisor Consultant
    Putnam Investments Dec 2017 - Nov 2021
    Boston, Massachusetts, Us
  • Putnam Investments
    Regional Marketing Associate/Internal Wholesaler
    Putnam Investments Sep 2011 - Oct 2014
    Boston, Massachusetts, Us
  • Weei Sports Talk Radio
    Account Executive
    Weei Sports Talk Radio Oct 2008 - Aug 2010
    Brighton, Ma, Us

Kevin Monaghan Skills

Series 63 Series 7 Investments Alternative Investments Series 6 Mutual Funds Salesforce.com Asset Allocation Wealth Management Relationship Management Financial Services 401k Sales

Kevin Monaghan Education Details

  • Southern New Hampshire University
    Southern New Hampshire University
    Concentration In Organizational Leadership

Frequently Asked Questions about Kevin Monaghan

What company does Kevin Monaghan work for?

Kevin Monaghan works for Franklin Templeton

What is Kevin Monaghan's role at the current company?

Kevin Monaghan's current role is Vice President- Senior Advisor Consultant at Franklin Templeton.

What is Kevin Monaghan's email address?

Kevin Monaghan's email address is ke****@****nam.com

What is Kevin Monaghan's direct phone number?

Kevin Monaghan's direct phone number is (888) 478*****

What schools did Kevin Monaghan attend?

Kevin Monaghan attended Southern New Hampshire University.

What skills is Kevin Monaghan known for?

Kevin Monaghan has skills like Series 63, Series 7, Investments, Alternative Investments, Series 6, Mutual Funds, Salesforce.com, Asset Allocation, Wealth Management, Relationship Management, Financial Services, 401k.

Who are Kevin Monaghan's colleagues?

Kevin Monaghan's colleagues are James Kapsidis, Janet Motz, Magda Stankiewicz, Ray Carollo, Cima®, Andrew Bockstein, Cmfc®, Nicole Kogelmann, Uzi Yitzhak, Cfa.

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