Gerald Mee III, CFP®

Director of Student Support and Content Manager at Boston Institute of Finance
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Boston
Languages
  • English -

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Credentials

  • Series 63
    Financial Industry Regulatory Authority (FINRA)
    Nov, 2014
    - Oct, 2024
  • Series 7
    Financial Industry Regulatory Authority (FINRA)
    Nov, 2014
    - Oct, 2024

Experience

  • Boston Institute of Finance
    • United States
    • E-Learning Providers
    • 1 - 100 Employee
    • Director of Student Support and Content Manager
      • Aug 2018 - Present

      Write, curate, and edit course material to ensure it is up to date with industry standards. Act as a Liaison between students and Subject Matter Experts.Create Student Support initiatives and campaigns with management.Oversee and execute Student Support initiatives and campaigns.Report results of Student Support initiatives and campaigns to management.

    • Student Advisor
      • May 2018 - Present

    • Director of Student Support
      • Apr 2018 - Present

  • Moors & Cabot
    • United States
    • Financial Services
    • 100 - 200 Employee
    • Registered Client Associate
      • May 2016 - Present

      Sales Assistant to Top Level Producer Client Management & Relations Market Research Trade Execution Sales Assistant to Top Level Producer Client Management & Relations Market Research Trade Execution

  • Fidelity Investments
    • United States
    • Financial Services
    • 700 & Above Employee
    • High Net Worth Client Associate
      • Nov 2012 - Mar 2016

      Seek out and acquire leads for new business Work with clients with net assets $250,000+ Client relationship management Place trades for clients Basic tax guidance Investment guidance Account maintenance Seek out and acquire leads for new business Work with clients with net assets $250,000+ Client relationship management Place trades for clients Basic tax guidance Investment guidance Account maintenance

Education

  • Clark University
    Government, International Relations, Political Science and Government
    2007 - 2012
  • Clark University
    Bachelor's degree, Political Science and Government
    2007 - 2012

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