John Ferris is a eficient professional, that works in Ss&C Technologies main office of which is in 3. as a Sales Executive from 2017. This person has earned professional experience in more than five positions at different companies. John Ferris went to the Salve Regina University and got education from 2008 to 2009. Boston, Massachusetts is the city, where this person was lastly known to settle. This expert's email address and phone number are accessed through SoftwareOfficial on demand.
Name variants:
Johnn Ferris,
Jon Ferris,
Jack Ferris,
Jackie Ferris,
Jacky Ferris,
Johnny Ferris
Last updated May 27, 2024
Contact Information
Workplace
Colleagues
Work History
Client Success Manager
480 Pleasant St SUITE B200, Watertown, MA 02472
from Nov 2017
Sales and Client Services
55 Water St, New York, NY 10041
Sep 2014 — Feb 2016
Investment Sales and Client Services
245 Summer St, Boston, MA 02210
Various roles in both workplace and retail investing including but not limited to:
Defined Contribution and Defined Benefit plan option analysis
Relationship management for High Net Worth...
2011 — Aug 31, 2014
Education
2008 — 2009
2004 — 2008
Occupations
Executive
Manager
Sales Specialist
Sales Executive
IT Professional
Computer Software Professional
Operations Manager
Sales Manager
Software Developers
Skills
Finance
Investments
Series 7
Customer Service
Sales
Financial Services
Microsoft Excel
Crm
Portfolio Management
Series 63
Retirement
Financial Analysis
Analytics
Microsoft Office
Leadership
Public Speaking
Dynamo
Banking
Uniform Combined State Law
Series 66
Software Sales
Mutual Funds
Equities
S&P Capital Iq
Securities
Retirement Planning
Salesforce.com
Financial Modeling
Microsoft Word
Financial Planning
Wealth Management
Asset Allocation
Training the Street
Fintech
Saas
Analysis
Capital Markets
Marketing
Powerpoint
Social Media
Big Data
Account Management
Business Development
Enterprise Software
Consultative Selling
Lead Generation
Software As A Service
Software Implementation
Direct Sales