Vladimir Benoit, Cfre

Vladimir Benoit, Cfre Email and Phone Number

President and CEO @ Somerville YMCA
Boston, MA, US
Vladimir Benoit, Cfre's Location
Greater Boston, United States
Vladimir Benoit, Cfre's Contact Details

Vladimir Benoit, Cfre work email

Vladimir Benoit, Cfre personal email

n/a
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.

Vladimir Benoit, Cfre's Current Company Details
Somerville YMCA

Somerville Ymca

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President and CEO
Boston, MA, US
Website:
somervilleymca.org
Employees:
43
Vladimir Benoit, Cfre Work Experience Details
  • Somerville Ymca
    President And Ceo
    Somerville Ymca
    Boston, Ma, Us
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  • Somerville Ymca
    President & Ceo
    Somerville Ymca Jul 2021 - Present
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  • Somerville Ymca
    Director Of Operations
    Somerville Ymca Jan 2020 - Jun 2021
    Somerville, Ma
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  • Citizens Investment Services
    Avp, Financial Advisor
    Citizens Investment Services Aug 2018 - Jan 2020
    View
  • Empower Retirement
    Senior Retirement Consultant
    Empower Retirement 2015 - Aug 2018
    • 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 solutions aligned with client goals. • 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.
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  • Edelman Financial Services
    Client Service Associate Ii
    Edelman Financial Services 2011 - 2015
    Burlington, Ma
    • 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.
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  • Danversbank
    Client Services Manager, Danversbank Private Wealth Group
    Danversbank Dec 2009 - Jul 2011
    Beverly, Ma
    • 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.
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  • New York Life
    Registered Representative, New York Life Insurance Company & New York Life Securities
    New York Life 2008 - 2009
    Waltham, Ma
    • 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.
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  • Fidelity Investments
    Retirement Services Specialist, Fidelity Investments Tax-Exempt Services Company
    Fidelity Investments Nov 2007 - Nov 2008
    Marlborough, Ma
    • 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.
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Vladimir Benoit, Cfre Skills

Securities Customer Service Retirement Planning Wealth Leadership Retirement Mutual Funds Sales Wealth Management Financial Advisory Finance Insurance Asset Management Portfolio Management Investment Management Investment Advisory Series 7 Series 63 Series 65 Investments

Vladimir Benoit, Cfre Education Details

Frequently Asked Questions about Vladimir Benoit, Cfre

What company does Vladimir Benoit, Cfre work for?

Vladimir Benoit, Cfre works for Somerville Ymca

What is Vladimir Benoit, Cfre's role at the current company?

Vladimir Benoit, Cfre's current role is President and CEO.

What is Vladimir Benoit, Cfre's email address?

Vladimir Benoit, Cfre's email address is vb****@****mca.org

What schools did Vladimir Benoit, Cfre attend?

Vladimir Benoit, Cfre attended Tufts University, Fitchburg State University, Somerville High.

What skills is Vladimir Benoit, Cfre known for?

Vladimir Benoit, Cfre has skills like Securities, Customer Service, Retirement Planning, Wealth, Leadership, Retirement, Mutual Funds, Sales, Wealth Management, Financial Advisory, Finance, Insurance.

Who are Vladimir Benoit, Cfre's colleagues?

Vladimir Benoit, Cfre's colleagues are Kristiana Hicks, Kala Cummings, Tania Buck, Mykela Bricka, Sarah Vogel, Jessika Sickey M.s, Ann-Maree Thompson.

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