Vladimir Benoit, Cfre Email & Phone Number
@somervilleymca.org
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Who is Vladimir Benoit, Cfre? Overview
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Vladimir Benoit, Cfre is listed as President and CEO at Somerville YMCA, a company with 43 employees, based in Greater Boston, United States, United States. AeroLeads shows a work email signal at somervilleymca.org and a matched LinkedIn profile for Vladimir Benoit, Cfre.
Vladimir Benoit, Cfre previously worked as President & CEO at Somerville Ymca and Director Of Operations at Somerville Ymca. Vladimir Benoit, Cfre holds Master Of Arts - Ma Candidate, Department Of Urban & Environmental Policy & Planning (Uep) from Tufts University.
Email format at Somerville YMCA
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AeroLeads found 1 current-domain work email signal for Vladimir Benoit, Cfre. Compare company email patterns before reaching out.
About Vladimir Benoit, Cfre
Vladimir Benoit, Cfre is a President and CEO at Somerville YMCA. He possess expertise in securities, customer service, retirement planning, wealth, leadership and 15 more skills.
Listed skills include Securities, Customer Service, Retirement Planning, Wealth, and 16 others.
Vladimir Benoit, Cfre's current company
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Vladimir Benoit, Cfre work experience
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President & Ceo
Current
Director Of Operations
Avp, Financial Advisor
Senior Retirement Consultant
- Foster and cultivate open and collaborative lines of communication with a diverse portfolio of clients to assess and address their retirement planning needs. Utilize findings to devise and deliver needs-based selling.
- Successfully brought in $46M+ in new assets to IRA platform in the first year of tenure.
- Proactively mentor clients on market trends to guide them to make the most effective investment planning decisions.
- Identify and capitalize on opportunities to increase sales and asset retention metrics and achieve ongoing client satisfaction.
Client Service Associate Ii
- Managed cash flow and liquidity needs of 250+ unique clients while continuously prospecting for new business.
- Conducted thorough market analysis and generated findings into comprehensive annual reports to monitor performance and risk exposures.
- Created and maintained comprehensive investment proposals for both prospective and existing clients.
- Core member of the Associate Advisory Council; conceptualized and initiated progressive efforts to drive continuous process improvement.
Client Services Manager, Danversbank Private Wealth Group
- Developed and led a performance-driven team in daily operations; coached personnel in customer service and solution sales techniques.
- Forged and sustained cross-departmental collaboration to ensure all organizational goals were met.
- Designed and launched a dynamic campaign that yielded a substantial increase in lead generation.
- Encouraged organization’s retail division to cross-sell financial planning and investment management services.
Registered Representative, New York Life Insurance Company & New York Life Securities
- Established own client base through networking and seminar marketing.
- Educated small business owners on strategies and tools for succession planning
- Designed customized solutions for families and small businesses towards reaching their goals and objectives.
- Formed strategic partnerships with centers of influences ranging from estate planning attorneys, accountants, and mortgage brokers.
Retirement Services Specialist, Fidelity Investments Tax-Exempt Services Company
- Educated retirement participants regarding their investment options and plan guidelines.
- Identified cross-sell opportunities while helping participants better position their assets.
- Resolved customer issues and consistently delivered solutions to help address their immediate needs and concerns.
Colleagues at Somerville YMCA
Other employees you can reach at somervilleymca.org. View company contacts for 43 employees →
Jason O'Keefe
Colleague at Somerville YmcaGreater Boston, United States
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JH
Jelanie Hale
Colleague at Somerville YmcaSomerville, Massachusetts, United States, United States
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DF
Denise Forcellese
Colleague at Somerville YmcaNorth Reading, Massachusetts, United States, United States
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TM
Travis Morgan
Colleague at Somerville YmcaRevere, Massachusetts, United States, United States
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OF
Obeaney Falaise
Colleague at Somerville YmcaGreater Boston, United States
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YR
Yesenia Reales
Colleague at Somerville YmcaSomerville, Massachusetts, United States, United States
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KC
Kala Cummings
Colleague at Somerville YmcaAsbury, New Jersey, United States, United States
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MB
Mykela Bricka
Colleague at Somerville YmcaRaleigh-Durham-Chapel Hill Area, United States
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SA
Steve Angelo Angelo
Colleague at Somerville YmcaSwampscott, Massachusetts, United States, United States
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JS
Jessika Sickey M.S
Colleague at Somerville YmcaWestwood, Massachusetts, United States, United States
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Vladimir Benoit, Cfre education
Master Of Arts - Ma Candidate, Department Of Urban & Environmental Policy & Planning (Uep)
Business Administration, Marketing And Management
Education record
Frequently asked questions about Vladimir Benoit, Cfre
Quick answers generated from the profile data available on this page.
What company does Vladimir Benoit, Cfre work for?
Vladimir Benoit, Cfre works for Somerville YMCA.
What is Vladimir Benoit, Cfre's role at Somerville YMCA?
Vladimir Benoit, Cfre is listed as President and CEO at Somerville YMCA.
What is Vladimir Benoit, Cfre's email address?
AeroLeads has found 1 work email signal at @somervilleymca.org for Vladimir Benoit, Cfre at Somerville YMCA.
Where is Vladimir Benoit, Cfre based?
Vladimir Benoit, Cfre is based in Greater Boston, United States, United States while working with Somerville YMCA.
What companies has Vladimir Benoit, Cfre worked for?
Vladimir Benoit, Cfre has worked for Somerville Ymca, Citizens Investment Services, Empower Retirement, Edelman Financial Services, and Danversbank.
Who are Vladimir Benoit, Cfre's colleagues at Somerville YMCA?
Vladimir Benoit, Cfre's colleagues at Somerville YMCA include Jason O'Keefe, Jelanie Hale, Denise Forcellese, Travis Morgan, and Obeaney Falaise.
How can I contact Vladimir Benoit, Cfre?
You can use AeroLeads to view verified contact signals for Vladimir Benoit, Cfre at Somerville YMCA, including work email, phone, and LinkedIn data when available.
What schools did Vladimir Benoit, Cfre attend?
Vladimir Benoit, Cfre holds Master Of Arts - Ma Candidate, Department Of Urban & Environmental Policy & Planning (Uep) from Tufts University.
What skills is Vladimir Benoit, Cfre known for?
Vladimir Benoit, Cfre is listed with skills including Securities, Customer Service, Retirement Planning, Wealth, Leadership, Retirement, Mutual Funds, and Sales.
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