Marc R Beausoleil, Age 6524246 Euphoria Dr, Venice, FL 34293

Marc Beausoleil Phones & Addresses

Venice, FL

Blackstone, MA

Plainville, MA

Greenville, NC

Woonsocket, RI

Cumberland, RI

Social networks

Marc R Beausoleil

Linkedin

Work

Company: Principal financial group Oct 2010 to Sep 2011 Position: Employee benefit specialist

Education

Degree: Bachelors, Bachelor of Science School / High School: Bryant College 1984 Specialities: Business Administration

Skills

Retirement Planning • Analysis • Employee Benefits • Investments • Mutual Funds • Retirement • 401K • Wealth Management • Strategic Financial Planning • Strategic Planning • Financial Advisory • Financial Planning • Sales • Series 7 • Series 63 • Financial Services • Securities • Management • Insurance • Financial Analysis

Ranks

Certificate: Certified Financial Planner

Industries

Financial Services

Mentions for Marc R Beausoleil

Marc Beausoleil resumes & CV records

Resumes

Marc Beausoleil Photo 16

Director, Financial Planning

Location:
42 Weybosset St, Providence, RI 02903
Industry:
Financial Services
Work:
Principal Financial Group Oct 2010 - Sep 2011
Employee Benefit Specialist
Strategic Retirement Partners Oct 2010 - Sep 2011
Director, Financial Planning
Meridien Benefits, Inc. Jul 2007 - Oct 2009
Director of Qualified Plan Services
Teknor Apex Company Oct 1989 - Jun 2004
Regional Sales Manager, Financial Analyst
Education:
Bryant College 1984
Bachelors, Bachelor of Science, Business Administration
Bryant University 1982 - 1984
Bachelors, Bachelor of Science, Finance
Skills:
Retirement Planning, Analysis, Employee Benefits, Investments, Mutual Funds, Retirement, 401K, Wealth Management, Strategic Financial Planning, Strategic Planning, Financial Advisory, Financial Planning, Sales, Series 7, Series 63, Financial Services, Securities, Management, Insurance, Financial Analysis
Certifications:
Certified Financial Planner
Chartered Financial Consultant

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