Raymond Sicard is a high-skilled expert, who works in Cfa Society Boston main office of which is in 499. on the position of Teacher and Ja Volunteer and Cfa Financial Literacy Committee Member since 2016. This expert gained professional experience in more than ten positions at different companies. Raymond Sicard went to the Boston University and was studying there from 2006 to 2006. This expert has the following professional qualifications: Certified Financial Planner®, Series 7, and Series 63. Boston, Massachusetts is the area, where this expert was known to live. This person's email address and number are easily accessed through SoftwareOfficial by request.
Name variants:
Raymund Sicard,
Ray Sicard,
Pug Sicard
Contact Information
Last Update
Jul 10, 2022
Email
ra**@ampf.com, si**@gmail.com, ra**@gmail.com
Location
Boston, MA
Company
Cfa Society Boston
Workplace
Teacher and Ja Volunteer and Cfa Financial Literacy Committee Member
Work History
Teacher and Ja Volunteer and Cfa Financial Literacy Committee Member
60 South St, Boston, MA 02111
Taught Junior Achievement Personal Finance at Cathedral High School in Boston
Completed, prepared for and passed the CFA Level III exam / became a CFA Charterholder
Established a voluntee...
Apr 2016 — Oct 2018
Financial Advisor, Certified Financial Planner Practitioner
3500 Packerland Dr, De Pere, WI 54115
60 State Street, Boston, MA (617) 912-3160 / [email protected] I assist individuals, families and small business owners with the achievement of short and long term goals through the financ...
from Oct 2018
Mentorship Program and Mentor
60 South St, Boston, MA 02111
Mentoring a new CFA® Charterholder on their career development through the CFA Society Boston Mentorship Program
from Jan 2018
Premium Relationship Associate
245 Summer St, Boston, MA 02210
Fidelity Investments is a large asset management, financial services and brokerage firm
Partnered with internal business units on strategy, business development, and execution for new acco...
Nov 2015 — Mar 2016
Vice President, Business Development
Boston, MA
Established and maintained relationships with investors for private equity and natural resources fund of funds
Developed marketing plans and strategies for family offices, wealth advisers,...
Apr 2014 — Dec 2014
Associate Director of Consultant Relations
Boston, MA
GB Credit Partners was a boutique fixed income/distressed hedge fund. The fund closed and was sold in 2014.
Developed a business plan targeting investment consultants
Executed call and e-...
Apr 2012 — Apr 2014
Research Associate - Private Equity and Real Assets and Large Cap
Research Analyst– Private Equity 12/09 – 9/11
Promoted from Large Cap/Real Assets Research Associate to Private Equity Research Analyst
Presented and developed investment manager recommen...
Jun 2008 — Sep 2011
Consultant Support Analyst
255 State St, Boston, MA 02109
Participated in client meetings and made recommendations on how NEPC could add value
Prepared 401(k) and pension performance reports and client meeting notes
Organized investment manager ...
Jun 2006 — Jun 2008
Inside Sales Representative and Inside Wholesaler
245 Summer St, Boston, MA 02210
Mutual Fund Wholesaler 7/04 – 7/06
Promoted from Inside Sales Representative to Mutual Fund Wholesaler
Acheived first place in several internal sales presentation and product knowledge co...
Sep 2003 — Jul 2006
Service Trader and Control and Restricted Stock Specialist and Senior Trader and Team Leader
245 Summer St, Boston, MA 02210
Reviewed high risk trades in customer brokerage accounts
Resolved customer escalations and performed account maintenance
Provided financial planning advice to retail clients
Aug 2000 — Sep 2003
Education
Occupations
Financial Broker
Financial Consultant
Certified Financial Planner
Professor
Volunteer
Accountant
Finance and Accounting Specialist
Executive
Manager
Financial Services Professional
Financial Services Sales Agent
Puchasing and Estimating Manager
Financial Manager
Non-Profit
Accounting Bookkeeper
Bookkeeper
Operations Manager
Skills
Alternative Investments
Asset Based Lending
Series 63
Powerpoint
Banking
Real Estate Marketing
Commodities
Pensions
Salesforce.com
Investment Performance
Performance
Defined Contribution
Insurance
Cap
Financial Planning
Distressed Debt
Institutional Research
Investments
Endowments
Bloomberg
Relationship Management
Business Development
Finance
Institutional Investments
401K
Investment Advisory
Fund of Funds
Financial Services
Morningstar
Wealth Management
Equities
Mutual Funds
Microsoft Office
Microsoft Word
Real Estate
Marketing
Natural Resources
Microsoft Excel
Credit
Asset
Certified Financial Planner
Defined Benefit
Financial Analysis
Zephyr Style Advisor
Series 7
Bankruptcy
Private Equity
Due Diligence
Recommendations
Trading
Foundations
Research
Retirement
Verification
Institutional
Hedge Funds
Institutional Marketing
Financial Markets
FAQs about Raymond Sicard
What's the profession of Raymond Sicard?
This professional's job is Financial Advisor, Certified Financial Planner Practitioner
What are the main profession of The professional?
These person's professions are Financial Broker and Financial Consultant
Where does Raymond Sicard currently live?
Boston, Massachusetts is the place where Raymond Sicard currently lives
Does Raymond Sicard have the email address?
ra**@ampf.com and si**@gmail.com is The professional's email address.
Where did Raymond Sicard work?
The professional worked at Cfa Society Boston, Ameriprise Financial Services, Inc..
Where has Raymond Sicard studied?
Raymond studied at the Boston University from 2006 to 2006.
Are there any professional certifications Raymond Sicard has?
This expert received the following certifications: Certified Financial Planner®, Series 7, Series 63, Chartered Financial Analyst (Cfa) Charterholder, Series 65 (Exempt With Cfp®), and Life Insurance.
What languages does Raymond Sicard speak?
Raymond Sicard speaks English and Spanish.