Agency Supervisory Officer
Currenthttps://www.commonwealthfinancialgroup.com/licenses
Jan 2022 - Present
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Sam Stone Email & Phone Number
Agency Supervisory Officer at Commonwealth Financial Group
at
Commonwealth Financial Group
LinkedIn matched
3 data sources
Profile completeness 86%
Current company
Role
Agency Supervisory Officer at Commonwealth Financial Group
Location
Boston, Massachusetts, United States
Company size
Who is Sam Stone? Overview
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Quick answer
Sam Stone is listed as Agency Supervisory Officer at Commonwealth Financial Group at Commonwealth Financial Group, a company with 251 employees, based in Boston, Massachusetts, United States. AeroLeads shows a matched LinkedIn profile for Sam Stone.
Sam Stone previously worked as Agency Supervisory Officer at Commonwealth Financial Group and Client Account Administrator at Commonwealth Financial Group. Sam Stone holds Bachelor'S Degree, Finance, General from Salem State University.
Company email context
Email format at Commonwealth Financial Group
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Commonwealth Financial Group
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Profile bio
About Sam Stone
Sam Stone is a Agency Supervisory Officer at Commonwealth Financial Group at Commonwealth Financial Group.
Current workplace
Sam Stone's current company
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Commonwealth Financial Group
5 roles
Sam Stone work experience
A career timeline built from the work history available for this profile.
Client Account Administrator
https://www.commonwealthfinancialgroup.com/licenses
Oct 2020 - Jan 2022
Senior Investor Services Associate
· 2019 Client Solution Center Pitch Contest Semifinalist· Train new associates & review transactions as a member of Putnam's Quality Control team· Demonstrate a deep understanding for mutual funds and their respective fees,investment strategies, sales charges, performances, yields and tax implications to clients· Utilize a wide range of knowledge regarding.
Jun 2019 - Oct 2020
Float Teller
Counted money and then either took it from customers or gave it to them
Dec 2018 - Jun 2019
Line Manager
Ipswich River Provisions
Made great sandwiches
Aug 2016 - Sep 2018
Team & coworkers
Colleagues at Commonwealth Financial Group
Other employees you can reach at commonwealthfinancialgroup.com. View company contacts for 251 employees →
CB
Curtis Barnes
Colleague at Commonwealth Financial Group
Bedford, New Hampshire, United States, United States
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KK
Katherine Kaczor
Colleague at Commonwealth Financial Group
Haverhill, Massachusetts, United States, United States
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MM
Michael Moran
Colleague at Commonwealth Financial Group
Boston, Massachusetts, United States, United States
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WD
Walter Dunlap
Colleague at Commonwealth Financial Group
Johns Island, South Carolina, United States, United States
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RR
Randy Richard
Colleague at Commonwealth Financial Group
Summerville, South Carolina, United States, United States
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CK
Cara Kingsley
Colleague at Commonwealth Financial Group
San Francisco, California, United States, United States
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DS
Donnielle Schroeder
Colleague at Commonwealth Financial Group
Draper, Utah, United States, United States
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DM
Dan Mclaren
Colleague at Commonwealth Financial Group
Prince George, British Columbia, Canada, Canada
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JB
Jeff Baron
Colleague at Commonwealth Financial Group
Wellesley Hills, Massachusetts, United States, United States
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SI
Steven Incropera
Colleague at Commonwealth Financial Group
Nashua, New Hampshire, United States, United States
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Curtis Barnes
Colleague at Commonwealth Financial Group
Bedford, New Hampshire, United States, United States
View →
KK
Katherine Kaczor
Colleague at Commonwealth Financial Group
Haverhill, Massachusetts, United States, United States
View →
MM
Michael Moran
Colleague at Commonwealth Financial Group
Boston, Massachusetts, United States, United States
View →
WD
Walter Dunlap
Colleague at Commonwealth Financial Group
Johns Island, South Carolina, United States, United States
View →
RR
Randy Richard
Colleague at Commonwealth Financial Group
Summerville, South Carolina, United States, United States
View →
CK
Cara Kingsley
Colleague at Commonwealth Financial Group
San Francisco, California, United States, United States
View →
DS
Donnielle Schroeder
Colleague at Commonwealth Financial Group
Draper, Utah, United States, United States
View →
DM
Dan Mclaren
Colleague at Commonwealth Financial Group
Prince George, British Columbia, Canada, Canada
View →
JB
Jeff Baron
Colleague at Commonwealth Financial Group
Wellesley Hills, Massachusetts, United States, United States
View →
SI
Steven Incropera
Colleague at Commonwealth Financial Group
Nashua, New Hampshire, United States, United States
View →
2 education records
Sam Stone education
Bachelor'S Degree, Finance, General
Associate Of Science - As, Business Administration
FAQ
Frequently asked questions about Sam Stone
Quick answers generated from the profile data available on this page.
What company does Sam Stone work for?
Sam Stone works for Commonwealth Financial Group.
What is Sam Stone's role at Commonwealth Financial Group?
Sam Stone is listed as Agency Supervisory Officer at Commonwealth Financial Group at Commonwealth Financial Group.
Where is Sam Stone based?
Sam Stone is based in Boston, Massachusetts, United States while working with Commonwealth Financial Group.
What companies has Sam Stone worked for?
Sam Stone has worked for Commonwealth Financial Group, Putnam Investments, Institution For Savings, and Ipswich River Provisions.
Who are Sam Stone's colleagues at Commonwealth Financial Group?
Sam Stone's colleagues at Commonwealth Financial Group include Curtis Barnes, Katherine Kaczor, Michael Moran, Walter Dunlap, and Randy Richard.
How can I contact Sam Stone?
You can use AeroLeads to view verified contact signals for Sam Stone at Commonwealth Financial Group, including work email, phone, and LinkedIn data when available.
What schools did Sam Stone attend?
Sam Stone holds Bachelor'S Degree, Finance, General from Salem State University.
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