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Joe Simmons, Cfa Email & Phone Number

Director, Education Services at Alpha Pension Group
Location: Greater Boston, United States, United States 7 work roles 2 schools
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Current company
Alpha Pension Group
Role
Director, Education Services
Location
Greater Boston, United States, United States
Company size
18 employees

Who is Joe Simmons, Cfa? Overview

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Quick answer

Joe Simmons, Cfa is listed as Director, Education Services at Alpha Pension Group, a company with 18 employees, based in Greater Boston, United States, United States. AeroLeads shows a matched LinkedIn profile for Joe Simmons, Cfa.

Joe Simmons, Cfa previously worked as Director, Stable Value Sales at The Standard and Director, Stable Value at New York Life. Joe Simmons, Cfa holds Bachelor Of Science - Bs, Finance from Northeastern University.

Company email context

Email format at Alpha Pension Group

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Alpha Pension Group

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Profile bio

About Joe Simmons, Cfa

Experienced and accomplished retirement plan leader with a passion for helping retirement plan participants position themselves towards success. I thoroughly enjoy presenting retirement and investment concepts in a way that seeks to motivate individuals to change habits and feel good about saving. I have comprehensive knowledge of the retirement plan industry and understand the dynamics between retirement providers, plan sponsors and retirement consultants.

Current workplace

Joe Simmons, Cfa's current company

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Alpha Pension Group
Alpha Pension Group
Director, Education Services
Boston, MA, US
Website
alphapension.com
Employees
18
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Company profile
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7 roles · 26 years

Joe Simmons, Cfa work experience

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

Director, Education Services

Current
Alpha Pension Group

Boston, Massachusetts, United States

Securities offered through LPL Financial, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Investment advisory services offered through Global Retirement Partners, LLC (GRP), DBA Alpha Pension Group, a registered investment advisor. Insurance services offered through HUB International.Alpha Pension.

Mar 2022 - Present

Director, Stable Value Sales

The Standard

Greater Boston Area

Jan 2019 - May 2022

Director, Stable Value

New York Life

Westwood, MA

Responsible for stable value business development in Midwest and Southeast territories. Developed relationships with advisors and investment research consultants, leading to increased assets and product approvals.

Apr 2013 - Mar 2018

Director, Investment Consultant

New York Life Investment Mgmt

Westwood, MA

Provided investment consulting to NYL's institutional retirement plan clients and consultants. Developed strong relationships with in order to retain business and cross sell proprietary investment products.

May 2006 - Apr 2013

Vice President, International Portfolio Strategist

Manning & Napier Advisors

Acted as product champion and portfolio manager "proxy" for company's international equity separate account and mutual fund products. Partnered with sales team to increase assets and grow relationships.

Apr 2003 - May 2006

Senior Product Manager

Fidelity Investments

Supported sales of institutional investment products to public sector and non-profit entities from an investment communications, competitive positioning and analytical perspective

2000 - 2003 ~3 yrs
Team & coworkers

Colleagues at Alpha Pension Group

Other employees you can reach at alphapension.com. View company contacts for 18 employees →

DR Dominic Rovero Dominic Rovero Colleague at Alpha Pension Group North Grosvenor Dale, Connecticut, United States, United States View → DB David Bradshaw, Cfp® David Bradshaw, Cfp® Colleague at Alpha Pension Group Boston, Massachusetts, United States, United States View → JS Jay Sullivan Jay Sullivan Colleague at Alpha Pension Group Greater Boston, United States View → KP Keith P. Killion Keith P. Killion Colleague at Alpha Pension Group Greater Boston, United States View → NR Nicole Rhind Nicole Rhind Colleague at Alpha Pension Group Greater Boston, United States View → DP Dale Powers Dale Powers Colleague at Alpha Pension Group Rockland, Massachusetts, United States, United States View → MS Mark Salamone Mark Salamone Colleague at Alpha Pension Group Boston, Massachusetts, United States, United States View → TH Tara Helms Tara Helms Colleague at Alpha Pension Group North Reading, Massachusetts, United States, United States View → BM Ben Murphy Ben Murphy Colleague at Alpha Pension Group Greater Boston, United States View → LG Lisa Gerbrands Lisa Gerbrands Colleague at Alpha Pension Group Bellingham, Massachusetts, United States, United States View →
2 education records

Joe Simmons, Cfa education

FAQ

Frequently asked questions about Joe Simmons, Cfa

Quick answers generated from the profile data available on this page.

What company does Joe Simmons, Cfa work for?

Joe Simmons, Cfa works for Alpha Pension Group.

What is Joe Simmons, Cfa's role at Alpha Pension Group?

Joe Simmons, Cfa is listed as Director, Education Services at Alpha Pension Group.

Where is Joe Simmons, Cfa based?

Joe Simmons, Cfa is based in Greater Boston, United States, United States while working with Alpha Pension Group.

What companies has Joe Simmons, Cfa worked for?

Joe Simmons, Cfa has worked for Alpha Pension Group, The Standard, New York Life, New York Life Investment Mgmt, and Manning & Napier Advisors.

Who are Joe Simmons, Cfa's colleagues at Alpha Pension Group?

Joe Simmons, Cfa's colleagues at Alpha Pension Group include Dominic Rovero, David Bradshaw, Cfp®, Jay Sullivan, Keith P. Killion, and Nicole Rhind.

How can I contact Joe Simmons, Cfa?

You can use AeroLeads to view verified contact signals for Joe Simmons, Cfa at Alpha Pension Group, including work email, phone, and LinkedIn data when available.

What schools did Joe Simmons, Cfa attend?

Joe Simmons, Cfa holds Bachelor Of Science - Bs, Finance from Northeastern University.

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