Sam Stone
AeroLeads people directory · profile

Sam Stone Email & Phone Number

Agency Supervisory Officer at Commonwealth Financial Group
Location: Boston, Massachusetts, United States 5 work roles 2 schools
LinkedIn matched
✓ Verified Jul 2026 3 data sources Profile completeness 86%

Contact Signals

LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Commonwealth Financial Group
Role
Agency Supervisory Officer
Location
Boston, Massachusetts, United States
Company size
251 employees

Who is Sam Stone? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Sam Stone is listed as Agency Supervisory Officer at Commonwealth Financial Group, a with 251 employees, based in Boston, Massachusetts, United States. AeroLeads shows a matched LinkedIn profile for Sam Stone.

Sam Stone previously worked as Client Account Administrator at Commonwealth Financial Group and Senior Investor Services Associate at Putnam Investments. Sam Stone holds Bachelor'S Degree, Finance, General from Salem State University.

Company email context

Email format at Commonwealth Financial Group

This section adds company-level context without repeating Sam Stone's masked contact details.

Commonwealth Financial Group

Review company-level records connected to Sam Stone before choosing the right outreach path.

View email format View company profile Management contacts
Profile bio

About Sam Stone

Sam Stone is a Agency Supervisory Officer at Commonwealth Financial Group.

Current workplace

Sam Stone's current company

Company context helps verify the profile and gives searchers a useful next step.

Commonwealth Financial Group
Commonwealth Financial Group
Agency Supervisory Officer
boston, massachusetts, united states
Website
commonwealthfinancialgroup.com
Employees
251
AeroLeads page
Company profile
View company profile Email format
5 roles

Sam Stone work experience

A career timeline built from the work history available for this profile.

Senior Investor Services Associate

Putnam Investments

Andover, Massachusetts

· 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 qualified and nonqualified retirement plans as well asindividual investment accounts, trust registrations and education savings accounts· Assist shareholders and brokers by executing requested transactions and explaining legal requirements

Jun 2019 - Oct 2020

Float Teller

Institution For Savings

Ipswich

Counted money and then either took it from customers or gave it to them

Dec 2018 - Jun 2019

Line Manager

Ipswich River Provisions

Ipswich

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 →

SZ Shawn Zwick Shawn Zwick Colleague at Commonwealth Financial GroupBurlington, Vermont, United States View → AL Aj Lemarier Aj Lemarier Colleague at Commonwealth Financial GroupMedford, Massachusetts, United States View → NF Nicole Finlayson Nicole Finlayson Colleague at Commonwealth Financial GroupBoston, Massachusetts, United States View → BF Bonnie Finklea Bonnie Finklea Colleague at Commonwealth Financial GroupKaysville, Utah, United States View → RR Randy Richard Randy Richard Colleague at Commonwealth Financial GroupSummerville, South Carolina, United States View → SR Stephen Ross, Mba Stephen Ross, Mba Colleague at Commonwealth Financial GroupBoston, Massachusetts, United States View → JR Jon R. Freedman Jon R. Freedman Colleague at Commonwealth Financial GroupSudbury, Massachusetts, United States View → DG Doug Gaskins Doug Gaskins Colleague at Commonwealth Financial GroupTifton, Georgia, United States View → JB James Bolton James Bolton Colleague at Commonwealth Financial GroupVail, Colorado, United States View → TM Thomas Mcmahon Thomas Mcmahon Colleague at Commonwealth Financial GroupBedford, New Hampshire, United States View →
2 education records

Sam Stone education

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.

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 Shawn Zwick, Aj Lemarier, Nicole Finlayson, Bonnie Finklea, 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.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.

People with similar names

Check these profiles if this is not the Sam Stone you were looking for.

Sam Stone
Sam Stone
Proactive Talent Acquisition | Contract Sourcer Extraordinaire | Recruiting Innovator
Albany, New York Metropolitan Area
4 email domains
Sam Stone
Sam Stone
Founder At Realview Insights | Commercial Real Estate & Macroeconomic Data Analytics | X Blackstone/Eq
Chicago, Il
View similar profiles