Brian Kearney
Regional Sales Director - Northeast at July Business Services- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Boston, Massachusetts, United States, US
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Credentials
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Accredited Investment Fiduciary® (AIF®)
The Center for Fiduciary Studies -
Certified IRA Services Professional (CISP)
Institute of Certified Bankers -
Professional Plan Consultant (PPC)
Financial Service Standards, a division of fi360, Inc.
Experience
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July Business Services
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Financial Services
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100 - 200 Employee
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Regional Sales Director - Northeast
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Jan 2016 - Present
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Guardian Life
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United States
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Financial Services
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700 & Above Employee
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Regional Retirement Sales
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2015 - 2015
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The Entrust Group
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United States
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Financial Services
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1 - 100 Employee
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Business Development Manager
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2012 - 2015
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Regional Sales Director
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2007 - 2011
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Columbia Threadneedle Investments, US
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United States
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Financial Services
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700 & Above Employee
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Regional Retirement Associate
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2005 - 2007
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Putnam Investments
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United States
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Financial Services
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700 & Above Employee
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Sr. Regional Marketing Associate
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1999 - 2005
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Education
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The Catholic University of America
Financial Management
Community
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