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Roger Begin Cfp
Roger Begin Cfp
Private Client Advisor | F.L.Putnam Investment Management Company
Providence, Rhode Island, United States
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.
Roger Begin Cfp
Work Experience
Private Client Advisor at
F.L.Putnam Investment Management Company
January 2019 - Present
Senior Vice President & Private Client Advisor at
F.L.Putnam Investment Management Company
January 2019 - Present
Senior Wealth Director at
BNY Wealth
January 2007 - November 2018
Private Client Advisor at
Bank of America Corporation
January 1993 - January 2007
Lieutenant Governor at
Executive Office of State of Rhode Island
January 1989 - January 1993
General Treasurer at
Executive Office of State of Rhode Island
January 1985 - January 1989
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
******@flputnam.com
Colleagues
Managing Director of Fixed Income, Portfolio Manager
Regional President, Rhode Island
Svp / Portfolio Manager
Principal, Managing Director of Atrato Consulting
Principal, Managing Director of Proprietary Investment Management and Portfolio Manager
Principal, Managing Director of Investment Manager Research
Chief Administrative Officer
Principal, Managing Director of Operational Due Diligence
Chief Market Strategist | Portfolio Manager