Kurt Graham
Financial services executive, with a strong work ethic, looking to utilize skill set in a new opportunity. ... | Greater Boston, Greater Boston, United States
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Kurt Graham’s Emails kg****@ap****.com
Kurt Graham’s Phone Numbers No phone number available.
Social Media
Kurt Graham’s Location Greater Boston, Greater Boston, United States
Kurt Graham’s Expertise Financial services executive, with a strong work ethic, looking to utilize skill set in a new opportunity. Prior experience in marketing complex financial products with the ability to guide clients in a consultative nature using relationship building skills; focused on bringing solutions to their needs. Demonstrated success with challenging assignments; consistently meet and exceed client expectations and objectives, either working on own initiatives or collaborating within a team. Currently enhancing skill set by taking classes thru UMass Amherst, Isenberg School of Management in management and accounting. Transferable Skills: Effective Communication, Organization, Analytical Thinking, Critical Thinking, Written Communication Personal Traits: Independence, Integrity, Patience, Compassion, Resilience Knowledge Based Skills: Statistical Analysis, Public Speaking, Microsoft Office, Mathematics, Management
Kurt Graham’s Current Industry Reagan
Kurt
Graham’s Prior Industry
Avon Old Farms School
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Putnam Investments
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Gannett Welsh And Kotler
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Lazard Asset Management
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Citizens Financial
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Apex Capital Management
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Fiera Capital
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Fay School
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Empower Retirement
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St Marks School
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Sunbridge Capital Partners
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Caim
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Lake Dog Partners
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Megatech
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Reagan
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Work Experience
Reagan
Tax Preparer
Thu Feb 01 2024 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Megatech
Associate Controller
Fri Dec 01 2023 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Caim
Independent Contractor, Business Development
Wed Feb 01 2023 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Lake Dog Partners
Partner
Wed Feb 01 2023 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Sunbridge Capital Partners
Managing Director
Wed Dec 01 2021 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Jan 01 2023 00:00:00 GMT+0000 (Coordinated Universal Time)
St Marks School
Faculty, Mathematics and Science Departments
Sun Aug 01 2021 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Dec 01 2021 00:00:00 GMT+0000 (Coordinated Universal Time)
Empower Retirement
Retirement Consultant
Fri Jan 01 2021 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Mar 01 2021 00:00:00 GMT+0000 (Coordinated Universal Time)
Fay School
Faculty, Science Department, Temporary Assignments
Tue Sep 01 2020 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Jun 01 2021 00:00:00 GMT+0000 (Coordinated Universal Time)
Fiera Capital
Senior Vice President, Business Development - Financial Intermediaries
Wed Jun 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed May 01 2019 00:00:00 GMT+0000 (Coordinated Universal Time)
Apex Capital Management
Business Development - Financial Intermediaries, RIAs and Key Accounts
Thu Oct 01 2009 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed May 01 2019 00:00:00 GMT+0000 (Coordinated Universal Time)
Citizens Financial
Financial Advisor
Wed Jul 01 2009 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Sep 01 2009 00:00:00 GMT+0000 (Coordinated Universal Time)
Lazard Asset Management
Vice President, Regional Marketing Director - Financial Intermediaries
Sat Oct 01 2005 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Jan 01 2009 00:00:00 GMT+0000 (Coordinated Universal Time)
Gannett Welsh And Kotler
Assistant Vice President, Regional Marketing Director - Financial Intermediaries
Sat Nov 01 2003 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Oct 01 2005 00:00:00 GMT+0000 (Coordinated Universal Time)
Putnam Investments
Senior Managed Account Specialist
Fri Feb 01 2002 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Oct 01 2003 00:00:00 GMT+0000 (Coordinated Universal Time)
Putnam Investments
Regional Marketing Associate
Thu Feb 01 2001 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Jan 01 2002 00:00:00 GMT+0000 (Coordinated Universal Time)
Putnam Investments
Dealer Marketing Representative
Thu Jun 01 2000 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Jan 01 2001 00:00:00 GMT+0000 (Coordinated Universal Time)
Avon Old Farms School
Faculty - Mathematics and Science Departments
Wed Oct 01 1997 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Jun 01 2000 00:00:00 GMT+0000 (Coordinated Universal Time)Skills
Languages
Kurt Graham Email Addresses
FAQ About Kurt Graham
-
Kurt Graham is located at
Greater Boston, Greater Boston, United States -
Kurt Graham is a
Financial services executive, with a strong work ethic, looking to utilize skill set in a new opportunity. Prior experience in marketing complex financial products with the ability to guide clients in a consultative nature using relationship building skills; focused on bringing solutions to their needs. Demonstrated success with challenging assignments; consistently meet and exceed client expectations and objectives, either working on own initiatives or collaborating within a team. Currently enhancing skill set by taking classes thru UMass Amherst, Isenberg School of Management in management and accounting. Transferable Skills: Effective Communication, Organization, Analytical Thinking, Critical Thinking, Written Communication Personal Traits: Independence, Integrity, Patience, Compassion, Resilience Knowledge Based Skills: Statistical Analysis, Public Speaking, Microsoft Office, Mathematics, Management Reagan -
Kurt Graham currently works in the
Reagan -
Kurt Graham specializes in
Financial services executive, with a strong work ethic, looking to utilize skill set in a new opportunity. Prior experience in marketing complex financial products with the ability to guide clients in a consultative nature using relationship building skills; focused on bringing solutions to their needs. Demonstrated success with challenging assignments; consistently meet and exceed client expectations and objectives, either working on own initiatives or collaborating within a team. Currently enhancing skill set by taking classes thru UMass Amherst, Isenberg School of Management in management and accounting. Transferable Skills: Effective Communication, Organization, Analytical Thinking, Critical Thinking, Written Communication Personal Traits: Independence, Integrity, Patience, Compassion, Resilience Knowledge Based Skills: Statistical Analysis, Public Speaking, Microsoft Office, Mathematics, Management -
Kurt Graham speaks the following languages:
No languages available. -
Kurt Graham has prior experience in the following industries:
Sunbridge Capital Partners , St Marks School , Empower Retirement , Fay School , Fiera Capital , Apex Capital Management , Citizens Financial , Lazard Asset Management , Gannett Welsh And Kotler , Putnam Investments , Putnam Investments , Putnam Investments , Avon Old Farms School -
Kurt Graham has the following professional experience:
Reagan , Megatech , Caim , Lake Dog Partners , Sunbridge Capital Partners , St Marks School , Empower Retirement , Fay School , Fiera Capital , Apex Capital Management , Citizens Financial , Lazard Asset Management , Gannett Welsh And Kotler , Putnam Investments , Putnam Investments , Putnam Investments , Avon Old Farms School . -
You can view Kurt Graham’s
LinkedIn profile at LinkedIn URL. -
Kurt Graham’s work email addresses are
[email protected] . -
Kurt Graham works at
Reagan
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