Your niche is waiting: Help your best clients build wealth at work
Learn more about this firmTuesday, November 19, 2019
2:00 PM EST | 11:00 AM PST
60 minutes
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Speakers
Abram Claude
Vice President
the Learning Center
Abram Claude is vice president of the Learning Center, the value-add program for Columbia Threadneedle Investments.
Mr. Claude is a member of the national speaker bureau and has spoken extensively on retirement and education planning topics. He joined on of the Columbia Threadneedle Investments legacy firms in 2002.
Prior to joining the financial services industry, Mr. Claude held several executive roles with nonprofit policy organizations, served on the staff of a U.S. congressman and was chief of staff for a Massachusetts state senator. He began his career in financial services at Fidelity investments and held positions with responsibility for capacity forecasting, business analysis, public relations and product management and marketing for college savings and retirement plans. Mr. Claude has been a member of the investment community since 1987.
Mr. Claude received his BA in history from Boston University. He holds Series 7, 26, 53, 63 and 66 licenses with FINRA.
Robert Huebscher
CEO and Founder
Advisor Perspectives