Bio
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Topline AI
Jack West is a seasoned financial professional with 25 years of experience in investments, securities, and marketing. He has held senior roles at Commonwealth Financial Network, John Hancock, and Fidelity Investments, and has a strong educational background from the University of Massachusetts Boston, Boston University, and Hanover Park High School.
With expertise in Series 63 and Series 7 licenses, Jack has a deep understanding of the financial industry and a proven track record of success in the field.
Experience
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Senior Portfolio Trade Analyst
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Apr 2006 - Present
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Private Client Group Administrator
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2001 - 2006
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Service/Trader II
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1999 - 2001
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International Sales
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1991 - 1999
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Education
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1987 - 1991University of Massachusetts Boston
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1974 - 1978Hanover Park High School
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2009 -Boston University
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Investment Banking”
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References
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