Mark Geraigery
Director at PensionmarkMeridien
- Role
- Director of Qualified Plans at World Investment Advisors
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Mark Geraigery
I have dedicated my entire professional career to the retirement services industry…
Experience
Director of Qualified Plans
May 2015 — Present · Providence, RI, US
In addition to my relationship management responsibilities for the firm, I also head our custom education platform. Our unique program identifies the specific needs for our clients and then we tailor the campaign to drive action while being able to measure results.
Skills
- Relationship Management
- Financial Services
- Mutual Funds
- Series 6
- Insurance
- Investments
- Series 7
- Defined Contribution
- Investment Advisory
- Securities
- Strategic Financial Planning
- Benefits Administration
- Retirement
- Fixed Annuities
- Employee Benefits
- Pensions
- Financial Planning
- Iras
- 401k
- Sales
- Asset Allocation
- Finra
- Investment Strategies
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