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

  1. Director of Qualified Plans

    World Investment Advisors

    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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Mark Geraigery — Director of Qualified Plans at World Investment Advisors in Boston, MA, US | Unifers