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Daniel Beauchemin, 64197 9Th Ave, New York, NY 10011

Daniel Beauchemin Phones & Addresses

197 9Th Ave, New York, NY 10011    212-8078957   

263 9Th Ave, New York, NY 10001    215-2979656   

401 22Nd St, New York, NY 10011    212-3370445   

401 W 22Nd St #2J, New York, NY 10011   

410 W 53Rd St #719, New York, NY 10019   

Pipersville, PA   

7496 Tohickon Hill Rd, Point Pleasant, PA 18950    215-2979656   

Work

Position: Professional/Technical

Education

Degree: Associate degree or higher

Mentions for Daniel Beauchemin

Daniel Beauchemin resumes & CV records

Resumes

Daniel Beauchemin Photo 26

Svp, Senior Trust Officer

Location:
5 Rhode Island Ave, Nashua, NH 03060
Industry:
Financial Services
Work:
Fidelity Investments Jul 2015 - Mar 2018
Director, Regional Trust Specialist at Fidelity Personal Trust Company, Fsb
Bank of America Jul 2015 - Mar 2018
Svp, Senior Trust Officer
Fidelity Investments Apr 2012 - Jul 2015
Trust Officer
Fidelity Investments Nov 2005 - Apr 2012
Senior Investment Consultant
Fidelity Investments Jul 2004 - Nov 2005
Investments Representative
Fidelity Investments Jan 2003 - Jul 2004
Retirement Investment Specialist
Reliant Energy Aug 2001 - Oct 2002
Energy Trader
Education:
Bentley University 2014 - 2017
Master of Business Administration, Masters, Finance
Tulane University - A.b. Freeman School of Business 1997 - 2001
Bachelors, Business Finance
Lawrence Academy 1993 - 1997
Skills:
Financial Services, Series 7, Wealth Management, Investments, Retirement, Series 63, Mutual Funds, Portfolio Management, Sales, Retirement Planning, Finance, Investment Strategies, Asset Allocation, 401K, Financial Advisory, Equities, Strategic Financial Planning, Series 65, Relationship Management, Competitive Analysis, Securities, Alternative Investments, Investment Management, Asset Management, Fixed Income, Uniform Combined State Law, Investment Advisory, Estate Planning, Bloomberg, Bonds, Etfs, Finra, Wealth Management Services
Interests:
Science and Technology
Health
Languages:
English
Certifications:
License 146724
License 88899
Certified Financial Planner (Tm)
Certified Trust and Financial Advisor (Ctfa)
Daniel Beauchemin Photo 27

Daniel Beauchemin

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