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North Haven, CT 06473
Phone Not Published Online
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jerrydumas AT comcast DOT net


  • 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.

  • Certified Financial Planner
  • Chartered Financial Consultant
  • Chartered Life Underwriter
  • Advanced Estate Planner
  • Have always trained new reps

Chase Investment Services New Haven, CT
Vice President-InvestmentsOctober, 2006-Present
  • Financial, Retirement and Estate Planning. Investments and Insurance for bank customers. Working with bank employees to find opportunities.
  • Approximately $50 million in assets under management.
  • $200k in revenue year to date.
  • Increased production each year.
  • Worked multiple branches.
 
CUNA Mutual GroupNew Haven, CT
Financial AdvisorJuly, 2003-October 2006
  • Offer financial products to credit union members.
  • Created better sales atmosphere.
  • Increased production each year.
 
AXA EquitableAlbany, NY
Financial AdvisorJune, 1987-July, 2003
  • Fee-based financial planning. Investment, Insurance and Retirement Planning. Selling retirement plans to businesses.
  • District Manager.
  • Consistent growth for 16 years.
  • Acquired over 1,600 clients.
  • National Leader Corps.
 
Hofstra UniversityHempstead, NY
  • American Studies
 
Nassau Community CollegeGarden City, NY
  • Business Administration
 





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