Michael Snedeker
Inhaber, Financial Services, Watch City Financial Group
Waltham, MA, Vereinigte Staaten
Werdegang
Berufserfahrung von Michael Snedeker
Bis heute 18 Jahre und 2 Monate, seit Feb. 2006
Financial Services
Watch City Financial Group
Provide retirement income and retirement planning services for high net worth individuals, small businesses and non-profit organizations Advise clients on financial markets and how to navigate towards achieving their goals Manage relationships with clients, vendors, and advisors Act as mentor to advisors new to the business Work with CPAs and attorneys to provide comprehensive and personalized financial planning.
1 Jahr und 9 Monate, Juni 2004 - Feb. 2006
Vice President and Senior Financial Advisor
Bank of America / Banc of America Investment Services, Inc.
Aided bank employees and personnel in transition from Fleet Bank to Bank of America by leading numerous educational seminars and trainings. Provided retirement and business planning services to Bank clients Built substantial book of business with large client base. Achievements AXA Distributors Award of Excellence 2004 Federated Mutual Fund Company Distinguished Member President's Achievement Club 2004
Ausbildung von Michael Snedeker
3 Jahre und 5 Monate, Jan. 1992 - Mai 1995
Communications
University of Massachusetts
Communications
Sprachen
Englisch
Muttersprache