Stephen N Reimer, 48119 Old Billerica Rd, Bedford, MA 01730

Bedford, MA

Information Technology And Services

Cfa Institute Jan 2011 - Jun 2014
Level Ii Cfa Candidate Guiding Light Financial Jan 2011 - Jun 2014
Financial Advisor Plymouth Rock Financial Sep 2009 - Jul 2013
Financial Advisor Oracle Sep 2009 - Jul 2013
Senior National Account Manager A.g. Edwards & Sons, Inc. Aug 2005 - Sep 2009
Financial Advisor Aspect Software Aug 2003 - Aug 2005
Territory Manager Centra Software Jul 2001 - Jul 2003
Account Manager Cerida 2000 - 2001
Business Development

Isenberg School of Management, Umass Amherst 2002 - 2005
Master of Business Administration, Masters, Finance University of Massachusetts Amherst 1996 - 2000
Bachelors, Bachelor of Arts, Business The Pennington School 1994 - 1996
Cfa Institute

Investments, Retirement Planning, Mutual Funds, Retirement, Business Development, Lead Generation, Fixed Annuities, Estate Planning, Equities, Finance, Insurance, Financial Advisory, Risk Management, Investment Management, Financial Planning, Direct Sales, Customer Focused, Relationship Management, Sandler, Business Strategy, Wealth Management, Financial Analysis, Strategic Financial Planning, Key Account Management, Solution Driven, Value Optimization, Negotiation, Contract Management, Thompson One, Investment Strategies, Oracle Crm, Oracle E Business Suite, Oracle Applications, It Infrastructure Design, Database Servers, Asset Management, Financial Services, Portfolio Management, Series 7, Alternative Investments, Management, Strategy, Leadership, Saas, Salesforce.com, Solution Selling, Sales, Account Management, Crm, Enterprise Software

Greater Boston Area

Financial Services

Greater Boston Area

Retail

Greater Boston Area

Financial Services

United States

Genesis Engineers, Inc Feb 2011 to 2000
Project Manager Genesis Engineers, Inc. - Plymouth Meeting, PA Feb 2006 to Jan 2011
Assistant Project Manager

Pennsylvania State University, Capital College - Middletown, PA Dec 2005
Bachelor of Science in Mechanical Engineering Technology Bangor Area High School 2001
Technology Curriculum

Plymouth Rock Financial Partners 2009 to 2000
Financial Advisor, Accredited Asset Management Specialist Wells Fargo Advisors - Chelmsford, MA 2006 to 2009
Financial Advisor, Accredited Asset Management Specialist Aspect Software - Westford, MA 2004 to 2006
Inside Sales/Account Management Centra Software - Lexington, MA 2001 to 2004
Inside Sales/Business Development

University of Massachusetts - Lowell, MA 2004 to 2006
Master of Business Administration in Finance University of Massachusetts - Amherst, MA 1996 to 2001
Bachelor's in Business Administration