Mitchell Peltier, CFP®
Boston,MA
Summary
Experienced financial professional with in-depth knowledge of various sectors of the industry. Proven expertise in sophisticated financial products and regulations, with experience presenting to clients and other financial professionals alike. Demonstrated ability to overcome challenges and achieve goals. Collaborative team player who takes pride in their performance.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Senior Associate Consultant
Franklin Templeton Investments/ Putnam Investments
Boston, MA
05.2023 - Current
- Responsible for successfully cultivating and creating top advisor and COI relationships to develop sales across all channels throughout Northern CA
- Managed a territory ranked 34th and, within 2 years, finished the fiscal year Top 10 in overall sales, advisor growth, and long-term revenue
- Mentored multiple different individuals in a company-wide mentorship program, while being a key contributor in the training and development of new hire classes
Associate Consultant
Putnam Investments
Boston, MA
05.2021 - 05.2023
- Built relationships with financial advisors across various distribution channels by providing prospecting tools, wealth management ideas, market updates, and product solutions
- Managed all business in Northern California for 9 months directly after DOH and was instrumental in helping onboard an external consultant in the territory
- Worked with advisors to build efficient portfolios that included Putnam mutual funds, separately managed accounts, and other investment strategies
Financial Representative
Fidelity Investment
Shrewsbury, MA
01.2020 - 05.2021
- Prospected and identified opportunities for our wealth management team through proactive outreach and daily interactions with new and existing clients
- Supported two advisors with a combined AUM of over 1.5 billion dollars and helped continue to grow their business during covid
- Conducted all stages of the financial planning process with ultra high net worth individuals
Education
Bachelor of Arts - Economics, Minor: Chinese, Education Studies
St. Lawrence University
Canton, NYSkills
- Investment Solutions
- Financial Markets
- Sales
- Relationship Management
- Wealth Management
- Product Pitches
- Business Development
- Prospecting
- Brokerage Services
Certification
SIE, Series 7, 63, 66 and CERTIFIED FINANCIAL PLANNER®
Timeline
Senior Associate Consultant
Franklin Templeton Investments/ Putnam Investments
05.2023 - Current
Associate Consultant
Putnam Investments
05.2021 - 05.2023
Financial Representative
Fidelity Investment
01.2020 - 05.2021
SIE, Series 7, 63, 66 and CERTIFIED FINANCIAL PLANNER®
Bachelor of Arts - Economics, Minor: Chinese, Education Studies
St. Lawrence University
Similar Profiles
AKUNURI MOHANA MURALI KRISHNAAKUNURI MOHANA MURALI KRISHNA
Analyst Investment & Trade Operations at Franklin Templeton investmentsAnalyst Investment & Trade Operations at Franklin Templeton investments
Christophe Vande WalleChristophe Vande Walle
Retail Sales Director Benelux at Franklin Templeton InvestmentsRetail Sales Director Benelux at Franklin Templeton Investments
Timothy WareTimothy Ware
Treasury Analyst at Franklin Templeton InvestmentsTreasury Analyst at Franklin Templeton Investments