Francesco Puopolo

Francesco Puopolo

VP - Financial Consultant
Boston, Massachusetts, United States

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Work Experience

Charles Schwab

VP - Financial Consultant

2023-08-01 - Present

Citizens Securities, Inc.

Wealth Client Consultant

2021-07-01 - 2022-04-01

Citizens

Premier Advisor, Officer

2020-09-01 - 2021-06-01

Raskin Planning Group

Financial Planning Intern

2018-03-01 - 2019-03-01

Citizens Bank

Bank Teller

2017-04-01 - 2018-04-01

Peapod

Clerk

2014-05-01 - 2016-10-01

R&A Industries Inc.

Inside Sales Representative

2010-07-01 - 2018-04-01

Skills

finance brokers brokerage banking financial consulting financial products & services portfolio management advisor services retirement plan services specialty brokerage services mutual fund clearing services banks & credit unions financial advising financial services investing

Languages

English