Matthew Putnam

Matthew Putnam Email and Phone Number

Regional Client Manager at Ameritas @ Ameritas
lincoln, nebraska, united states
Matthew Putnam's Location
Boston, Massachusetts, United States, United States
Matthew Putnam's Contact Details

Matthew Putnam work email

Matthew Putnam personal email

n/a
About Matthew Putnam

With over 20 years of financial industry experience, my focus is working with financial professionals on Qualified Retirement Plans. My expertise includes, but is not limited to 401(k), profit sharing and defined benefit plans. I help financial professionals grow their business through improving relationships with their current clients as well as prospecting for new clients. My experience includes providing both mutual fund and insurance based retirement solutions.

Matthew Putnam's Current Company Details
Ameritas

Ameritas

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Regional Client Manager at Ameritas
lincoln, nebraska, united states
Website:
ameritas.com
Employees:
2121
Matthew Putnam Work Experience Details
  • Ameritas
    Regional Client Manager
    Ameritas Jan 2018 - Present
    Greater Boston Area
    Matthew Putnam is an employee of Ameritas which offers securities through its affiliated broker/dealer, Ameritas Investment Company, LLC, Member FINRA/SIPC and investment advisory services through its affiliated RIA, Ameritas Advisory Services, LLC.
    View
  • Ameritas
    Regional Sales Consultant
    Ameritas Sep 2016 - Jan 2018
    Greater Boston Area
    Assists financial professionals grow their business by expanding relationships with their current clients as well as prospecting for new clients through the use of Qualified Retirement Plans.
    View
  • New York Life Insurance Company
    Agent
    New York Life Insurance Company Nov 2015 - Mar 2016
    201 Jones Road, Waltham, Ma 02154
    Agent licensed to sell insurance through New York Life Insurance Company.
    View
  • The Guardian Life Insurance Company Of America
    Regional Sales Representative
    The Guardian Life Insurance Company Of America Jun 2010 - Oct 2015
    Boston, Massachusetts
    View
  • The Hartford
    Regional Sales Consultant
    The Hartford Apr 2008 - May 2010
    Boston, Ma And Simsbury, Ct
    View
  • Mfs Investment Management
    Internal Wholesaler, Rsi
    Mfs Investment Management Jun 2006 - Mar 2008
    Boston, Ma
    View
  • John Hancock Financial Services
    Customer Service, Mutual Funds
    John Hancock Financial Services Nov 2005 - May 2006
    Boston, Ma
    View
  • Putnam Investments
    Customer Service Representative, Retirement Plans
    Putnam Investments Oct 2000 - Apr 2005
    Norwood, Ma
    View

Matthew Putnam Skills

Mutual Funds Retirement Planning Retirement Investments Financial Services 401k Series 63 Fixed Annuities Sales 401k Rollovers Insurance Series 6 Defined Benefit Finance Securities

Matthew Putnam Education Details

Frequently Asked Questions about Matthew Putnam

What company does Matthew Putnam work for?

Matthew Putnam works for Ameritas

What is Matthew Putnam's role at the current company?

Matthew Putnam's current role is Regional Client Manager at Ameritas.

What is Matthew Putnam's email address?

Matthew Putnam's email address is mp****@****ies.com

What schools did Matthew Putnam attend?

Matthew Putnam attended Bridgewater State University, Bridgewater State University.

What skills is Matthew Putnam known for?

Matthew Putnam has skills like Mutual Funds, Retirement Planning, Retirement, Investments, Financial Services, 401k, Series 63, Fixed Annuities, Sales, 401k Rollovers, Insurance, Series 6.

Who are Matthew Putnam's colleagues?

Matthew Putnam's colleagues are Nancy Peters Almi, Acs, Sandra Deitsch, Taylor Jenkins, Carol Kingsley, Lee Robertson, Alyssa Joseph, Beverly Mcbride.

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