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Gerald W. Dumas
Address Not Published Online
North Haven, CT 06473
Phone Not Published Online
Cell Not Published Online
jerrydumas AT comcast DOT net
Objective
- To work for a company that will allow me to continue to grow. Looking to continue my career as a Financial Advisor, either in management or in personal production. Willing to relocate for the right position.
Skills
- Certified Financial Planner
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Chartered Financial Consultant
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Chartered Life Underwriter
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Advanced Estate Planner
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Have always trained new reps
| Experience |
| Chase Investment Services | New Haven, CT | | Vice President-Investments | October, 2006-Present | - Financial, Retirement and Estate Planning. Investments and Insurance for bank customers. Working with bank employees to find opportunities.
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Approximately $50 million in assets under management.
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$200k in revenue year to date.
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Increased production each year.
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Worked multiple branches.
| | | | CUNA Mutual Group | New Haven, CT | | Financial Advisor | July, 2003-October 2006 | - Offer financial products to credit union members.
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Created better sales atmosphere.
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Increased production each year.
| | | | AXA Equitable | Albany, NY | | Financial Advisor | June, 1987-July, 2003 | - Fee-based financial planning. Investment, Insurance and Retirement Planning. Selling retirement plans to businesses.
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District Manager.
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Consistent growth for 16 years.
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Acquired over 1,600 clients.
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National Leader Corps.
| | | | Education |
| Hofstra University | Hempstead, NY | | | | | | | Nassau Community College | Garden City, NY | | | | | |
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