Eliot Freeman is a skilled professional, working in Defined Contribution as a Senior Sales Executive since 2018. This person gained professional experience in more than 13 positions at various companies. Eliot Freeman went to the University of Maine and was studying from 1992 to 1995. This person has these professional qualifications: Cfp. Albany, New York is the city, where this professional was known to live. Eliot's phone and email are accessed through SoftwareOfficial on demand.
Name variants:
Eliot Freeman
Last updated May 11, 2024
Contact Information
Last Update
Feb 1, 2016
Email
ef**@newkirk.com
Location
Albany, NY
Company
Defined Contribution
Workplace
Senior Sales Executive
Work History
Senior Executive Sales
Responsible for sales of Customer Communications in 15 West/Midwest states and national sales for GuidancePlus and AdvicePlus to retirement plan providers.
Jan 2004 — Jun 2017
Vice President of Sales
Responsible for the sale of Newkirk and MasteryPOINT products and services within the defined contribution marketplace for advisors, sponsors and plan providers. The sales process consists o...
from Jan 2004
Team Leader
Oversaw the ongoing development of the Answerline Team Consultants. Responsible for increasing the overall financial planning skills of consultants, while being an additional source for ide...
Jul 2000 — Jul 2003
Team Leader
100 Coliseum Dr, Cohoes, NY
Oversaw the ongoing development of the Answerline Team Consultants. Responsible for increasing the overall financial planning skills of consultants, while being an additional source for ide...
Jul 2000 — Jul 2003
Team Leader
Provided counsel to Ayco clients in the areas of tax, retirement, estate, insurance and investment planning. Create & implement financial plans for employees of various Fortune 500 comp...
Oct 1998 — Jul 2000
Team Leader
Provided counsel to Ayco clients in the areas of tax, retirement, estate, insurance and investment planning. Create & implement financial plans for employees of various Fortune 500 companie...
Oct 1998 — Jul 2000
Team Leader
Provided supervisory support to a six-member team in Retirement Products & Services. Ensured that the service representatives are knowledgeable and providing courteous and accurate informat...
Sep 1997 — Mar 1998
Account Manager
Provided timely and accurate information to clients and agents. Ensured accurate and timely processing of all client and broker/dealer telephone initiated requests.
Ensured thorough record...
Jun 1996 — Aug 1997
Portfolio Accountant
Administered the entitlement and booking of both domestic and foreign corporate actions in numerous portfolios. Responsible for maintaining book of accounts for pension funds. Reconciled int...
Jan 1996 — Jun 1996
Portfolio Accountant
801 State St, Quincy, IL 62301
Administered the entitlement and booking of both domestic and foreign corporate actions in numerous portfolios. Responsible for maintaining book of accounts for pension funds. Reconciled int...
Jan 1996 — Jun 1996
Education
1992 — 1995
Occupations
Executive
Vice President of Sales
Vice President
Sales Manager
Chief Executive
Skills
Mutual Funds
Process Improvement
Sales
Fixed Annuities
Marketing
Investments
Microsoft Office
401K
Financial Services
Retirement