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
-
Chartered Financial Consultant
-
Chartered Life Underwriter
-
Advanced Estate Planner
-
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.
-
Approximately $50 million in assets under management.
-
$200k in revenue year to date.
-
Increased production each year.
-
Worked multiple branches.
|
| |
| CUNA Mutual Group | New Haven, CT |
| Financial Advisor | July, 2003-October 2006 |
- Offer financial products to credit union members.
-
Created better sales atmosphere.
-
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.
-
District Manager.
-
Consistent growth for 16 years.
-
Acquired over 1,600 clients.
-
National Leader Corps.
|
| |
| Education |
| Hofstra University | Hempstead, NY |
| |
|
| |
| Nassau Community College | Garden City, NY |
| |
|
| |