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Roger Begin Cfp

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Roger Begin Cfp

Private Client Advisor | F.L.Putnam Investment Management Company

Providence, Rhode Island, United States

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Roger Begin Cfp

Summary

Roger Begin is a seasoned financial services professional with a focus on providing personalized wealth management solutions. As a Senior Vice President and Private Client Advisor at FL Putnam, he leverages his extensive knowledge to guide clients through complex financial landscapes. His experience in the industry positions him as a trusted advisor for high-net-worth individuals seeking to optimize their financial strategies. Roger is committed to ongoing professional development and staying abreast of market trends, which enhances his advisory capabilities. His approach combines technical expertise with a deep understanding of client needs, ensuring tailored solutions that align with their financial goals. Roger's dedication to client success is evident in his long-standing relationships built on trust and integrity. He is passionate about financial literacy and often seeks opportunities to educate clients on investment strategies. Outside of work, he enjoys engaging with community initiatives that promote financial education. Roger is known for his analytical mindset and ability to adapt to the evolving financial landscape, making him a valuable asset in the financial services sector.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Emerging Technologies

Organisational experience

Corporate Experience

Roger Begin Cfp

Work Experience

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Private Client Advisor at

F.L.Putnam Investment Management Company

January 2019 - Present

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Senior Vice President & Private Client Advisor at

F.L.Putnam Investment Management Company

January 2019 - Present

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Senior Wealth Director at

BNY Wealth

January 2007 - November 2018

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Private Client Advisor at

Bank of America Corporation

January 1993 - January 2007

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Lieutenant Governor at

Executive Office of State of Rhode Island

January 1989 - January 1993

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General Treasurer at

Executive Office of State of Rhode Island

January 1985 - January 1989

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Roger Begin Cfp

Education

Bryant University, Bachelor Of Science

Frequently Asked Questions about Roger Begin Cfp

What is Roger Begin Cfp email address?

Roger Begin Cfp's primary email address is ******@flputnam.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Roger Begin Cfp work for?

Roger Begin Cfp is a Private Client Advisor at F.L.Putnam Investment Management Company, a company specializing in Security brokers & dealers.

Where Roger Begin Cfp graduated from?

Roger Begin Cfp holds a degree in Marketing from Bryant University.

How can I directly contact Roger Begin Cfp?

To contact Roger Begin Cfp directly, you can use the email address ******@flputnam.com. Complete contact information is available upon registration with Muraena.

Who is Roger Begin Cfp?

Roger Begin is a seasoned financial services professional with a focus on providing personalized wealth management solutions. As a Senior Vice President and Private Client Advisor at FL Putnam, he leverages his extensive knowledge to guide clients through complex financial landscapes. His experience in the industry positions him as a trusted advisor for high-net-worth individuals seeking to optimize their financial strategies. Roger is committed to ongoing professional development and staying abreast of market trends, which enhances his advisory capabilities. His approach combines technical expertise with a deep understanding of client needs, ensuring tailored solutions that align with their financial goals. Roger's dedication to client success is evident in his long-standing relationships built on trust and integrity. He is passionate about financial literacy and often seeks opportunities to educate clients on investment strategies. Outside of work, he enjoys engaging with community initiatives that promote financial education. Roger is known for his analytical mindset and ability to adapt to the evolving financial landscape, making him a valuable asset in the financial services sector.

Roger`s contact details

mail

******@flputnam.com

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