Michael Mchugo Email & Phone Number

Boston, Massachusetts, United States

Boston, Ma

ISS Market Intelligence provides critical data and insight to global asset managers, insurance companies and distributors to help them make informed, strategic decisions to manage and grow their business.

Greater Boston Area

Responsible for raising assets in John Hancock mutual funds, ETFs, and separate accounts through proactive sales calls, WebEx, and in person meetings with Financial Advisors and analysts.

Greater Boston Area

Co-managed the business development and distribution efforts of investment products in NY and PA. Conducted ongoing research on competitor offerings, coalesced data to anticipate distribution opportunities and source clients

Boston, Ma

Merrimack, Nh

• Built and expanded customer relationships by identifying customer's need and offering customized Fidelity investment solutions based on in-depth knowledge of products and services• Hosted conversations about domestic and foreign financial markets, market trends, economic indicators, investment concepts and strategies, and the universe of competitive products in the investment/consumer financial industry

• Assisted customers with requests for information on brokerage and mutual fund accounts, executed efficient and accurate equity trades, performed account maintenance and processed distributions• Provided insight on current economic conditions and engaged in conversations about various markets including equity, international and fixed income • Empowered customers by demonstrating use of tools and information on Fidelity.com

Colchester, Vermont

• Obtained Producer’s License for Life, Accident, Health, and HMO• Ran a personal practice providing financial services to clients • Worked jointly with specialists in investment and estate planning for existing clients