Alissa L Burwick
age ~46
from Lexington, MA
- Also known as:
-
- Alissa Lauren Burwick
- Phone and address:
-
5 Smith Farm Ln, Lexington, MA 02421
781 862-5630
Alissa Burwick Phones & Addresses
- 5 Smith Farm Ln, Lexington, MA 02421 • 781 862-5630
- 29 Queensberry St APT 1, Boston, MA 02215 • 978 697-2830
- 4 Reed St, Cambridge, MA 02140 • 617 945-6978
- 4 Reed Street Ct, Cambridge, MA 02140 • 617 945-6978
- 163 Hudson St, Somerville, MA 02144 • 617 718-1546
- 14 Long Ridge Rd, Acton, MA 01720 • 978 263-1050
Work
-
Company:Bts asset managementNov 2008
-
Position:Regional director
Education
-
School / High School:Northeastern University- Boston, MADec 2008
-
Specialities:Graduate Certificate in Management
Skills
Mutual Funds • Asset Managment • Series 7 • Investments • Portfolio Management • Series 63 • Alternative Investments • Investment Advisory • Retirement Planning • Fixed Annuities • Securities • Hedge Funds • Asset Allocation • Financial Analysis • Strategic Financial Planning • Insurance • Wealth Management • IRAs • Fixed Income • Bloomberg
Industries
Financial Services
Resumes
Associate Financial Consultant At Charles Schwab & Co.
view sourcePosition:
Associate Financial Consultant at Charles Schwab & Co.
Location:
Greater Boston Area
Industry:
Financial Services
Work:
Charles Schwab & Co. - Hingham, Mass since May 2013
Associate Financial Consultant
BTS Asset Management Nov 2006 - Apr 2013
Regional Director
Putnam Investments Jan 2004 - Nov 2006
RMA
BTS Asset Management Dec 2001 - Jan 2004
Advisory Service Consultant
Associate Financial Consultant
BTS Asset Management Nov 2006 - Apr 2013
Regional Director
Putnam Investments Jan 2004 - Nov 2006
RMA
BTS Asset Management Dec 2001 - Jan 2004
Advisory Service Consultant
Education:
Northeastern University 2006 - 2008
Graduate Certificate of Advanced Study of Management, Business Administration and Management, General Muhlenberg College 1997 - 2001
BA, Business/Communications
Graduate Certificate of Advanced Study of Management, Business Administration and Management, General Muhlenberg College 1997 - 2001
BA, Business/Communications
Skills:
Mutual Funds
Asset Managment
Series 7
Investments
Portfolio Management
Series 63
Alternative Investments
Investment Advisory
Retirement Planning
Fixed Annuities
Securities
Hedge Funds
Asset Allocation
Financial Analysis
Strategic Financial Planning
Insurance
Wealth Management
IRAs
Fixed Income
Bloomberg
Asset Managment
Series 7
Investments
Portfolio Management
Series 63
Alternative Investments
Investment Advisory
Retirement Planning
Fixed Annuities
Securities
Hedge Funds
Asset Allocation
Financial Analysis
Strategic Financial Planning
Insurance
Wealth Management
IRAs
Fixed Income
Bloomberg
Alissa Burwick Boston, MA
view sourceWork:
BTS Asset Management
Nov 2008 to 2000
Regional Director BTS Asset Management
Lexington, MA
Nov 2006 to Nov 2008
Advisory Service Consultant Putnam Investments
Andover, MA
Jan 2004 to Nov 2006
Regional Marketing Associate BTS Asset Management
Lexington, MA
Jan 2002 to 2004
Advisory Service Consultant
Nov 2008 to 2000
Regional Director BTS Asset Management
Lexington, MA
Nov 2006 to Nov 2008
Advisory Service Consultant Putnam Investments
Andover, MA
Jan 2004 to Nov 2006
Regional Marketing Associate BTS Asset Management
Lexington, MA
Jan 2002 to 2004
Advisory Service Consultant
Education:
Northeastern University
Boston, MA
Dec 2008
Graduate Certificate in Management Muhlenberg College
Allentown, PA
May 2001
B.A. in Communications
Boston, MA
Dec 2008
Graduate Certificate in Management Muhlenberg College
Allentown, PA
May 2001
B.A. in Communications
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