Leigh Haynes is a qualified expert, who works in Brighthouse Financial main office of which is in 779. as a Product Consultant Ii from 2014. Leigh Haynes gained professional experience in more than 24 positions at different companies. Leigh Haynes went to the Gaston College and was studying there from 2001. Charlotte, North Carolina is the city, where this professional was lastly known to be settled. Their e-mail and phone are easily accessed through SoftwareOfficial by request.
Name variants:
Lee Haynes,
Leah Haynes
Last updated Jun 02, 2024
Contact Information
Last Update
Jul 8, 2022
Email
le**@carolina.rr.com, lh**@metlife.com
Location
Charlotte, NC
Company
Brighthouse Financial
Workplace
Product Consultant Ii
Work History
Product Consultant Ii
11225 north Community House Rd, Charlotte, NC 28277
from Jan 2014
National Annuity Sales Director
1441 Heather Ln, Charlotte, NC 28209
Adams-Moore, LLC is a highly trained team of solution-driven professionals with over 75 years combined experience, providing expert insurance and estate planning case design, accurate and ag...
Oct 2012 — Feb 2013
Investment Specialist - Business Development Group
100 Vanguard Blvd, Valley Forge, PA
Engaged clients in discussions to determine objectives, risk tolerances and time horizons to assess mutual fund allocations. Responsible for assisting in asset transfers (cash and in kind), ...
Jun 2011 — Sep 2012
Senior Financial Advisor
Managed all broker/dealer activities including compliance, account establishment, trade order entry and operational account services. Created detailed deconstruction analysis of prospective ...
Jul 2010 — May 2011
Financial Advisor/Client Services
Charlotte, NC
2010 — 2011
Financial Advisor
Client relations and product specialist for Financial Advisory team with over $250 million in assets under management. Managed all client communications relating to packaged product portfoli...
Apr 2003 — Nov 2009
Financial Advisor
420 Montgomery St, San Francisco, CA 94129
Client relations and product specialist for Financial Advisory team with over $250 million in assets under management. Managed all client communications relating to packaged product portfoli...
Aug 2001 — Apr 2003
Relationship Manager
420 Montgomery St, San Francisco, CA 94129
Liaison managing investment firm sales efforts within the company. Developed and conducted training sessions independently, and in conjunction with our product partners.
Implemented variou...
May 1998 — Aug 2001
Mutual Funds Marketing
420 Montgomery St, San Francisco, CA 94129
Member of a team that provided intelligence and guidance to Financial Advisors in the use of mutual funds to meet client objectives. Created annual 'Achievers List' of extensively researched...
Feb 1996 — May 1998
Unit Investment Trust Marketing
420 Montgomery St, San Francisco, CA 94129
Purchased and sold municipal and taxable UITs for Wachovia Financial Advisors. Marketed UITs to Advisors. Managed inventory records for all products and assisted Financial Advisors with clie...
May 1985 — Feb 1996
Education
Associates of Applied Science in Business Administration / Paralegal Technology
from 2001
1979 — 1984
Occupations
Counselor
Accountant
Finance and Accounting Specialist
Executive
Sales Director
Advisor
Accounting Bookkeeper
Bookkeeper
Sales Manager
Skills
Mutual Funds
Annuities
Customer Relations
Sales Support
529 Plans
Series 7
Wealth Management
Long Term Care
Series 63
Retirement Planning
Securities
Asset Allocation
Investments
Fixed Income
Fixed Annuities
Client Oriented
Customer Service
Sales Operations
401K
Financial Advisory
Investment Advisory
Retirement
Series 65
Insurance
Finance
Estate Planning
Financial Services
Banking
Finra
Relationship Management
Series 6
Iras
Trading
Investment Strategies
Term Life Insurance
63
Life and Health Insurance
Chartered Mutual Fund Counselor
Microsoft Office Suite
Outlook
Redtail
Smart Office
Morningstar
Streetscape
Thomson Reuters.