Topline | Jim Scanlon

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Jim Scanlon

Head of Relationship Management at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Lear Investment Management</span>

Intro Book

Seasoned finance professional with 20+ years of experience in investment advisory and team leadership.

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Location

Boston, Massachusetts, United States, US

Skills

Retirement
Mutual Funds
Asset Allocation
Team Leadership
401k
Alternative Investments
Finance
Investment Advisory
Separately Managed Accounts
Marketing
People Management
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Rate

This rate is determined by the professional's skill set, client collaboration, experience and appearance on lineups.

$250.0

Hourly Rate

How This Rate is Calculated

Okay, let’s tackle this. So Jim Scanlon has 20+ years of experience in finance, with a strong background in investment advisory and team leadership. He has held various senior roles, including Head of Relationship Management and Head of Distribution/National Sales Manager. His experience at top firms like Lear Investment Management, RX2Live, Gabelli Asset Management, Merrill Lynch, and Putnam Investments adds prestige. Skills like asset allocation, investment advisory, and team leadership are in demand. Location is Boston, MA, which is a hub for finance professionals. Considering his experience, education, and skills, I estimate his hourly rate to be around $250, which is slightly lower than the average rate for a finance professional with similar experience in the Boston area. However, his role as a Head of Relationship Management suggests he may be able to command a higher rate, potentially up to $300 per hour.

Bio

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Topline AI

Jim Scanlon is a seasoned finance professional with over 20 years of experience in investment advisory, asset allocation, and team leadership. He has held various roles, including Head of Relationship Management, Regional Director, Head of Distribution/National Sales Manager, VP Retirement Sales, and RVP Retirement Wholesaler. Jim holds a Bachelor of Arts degree in Economics from Western New England University.

Experience

Lear Investment Management
- Boston, Massachusetts, United States
- Head of Relationship Management
  - Aug 2020 - Present
  - Boston, Massachusetts, United States
RX2Live
- Greater Boston Area
- Regional Director
  - Feb 2019 - Aug 2020
  - Greater Boston Area
Gabelli Asset Management
- Rye, New York, United States
- Head of Distribution/National Sales Manager
  - Mar 2006 - Jan 2019
  - Rye, New York, United States
Merrill Lynch
- Boston, Massachusetts, United States
- VP Retirement Sales
  - Sep 2001 - Mar 2006
  - Boston, Massachusetts, United States
Putnam Investments
- RVP Retirement Wholesaler
  - Feb 1996 - Sep 2001

Education

Western New England 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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Jim Scanlon

Refer a Friend to Get
100 Credits For FREE

$250.0

Hourly Rate