Title: Financial Marketing Professional, Consultant
Company: Oppenheimer & Co. Inc.
Location: Boston, MA United States
Achievements:
- Inductee, Albert Nelson Marquis Lifetime Achievement (2018)
- Recipient, Bronze Award, National Academy of Sciences (1962)
- Featured Listee, Who’s Who in Finance and Business (2004-2005, 2007)
- Featured Listee, Who’s Who in America (1996-2007)
- Featured Listee, Who’s Who in the World (1996, 1999, 2002-2003)
- Featured Listee, Who’s Who in Finance and Industry (1995, 1997, 1999, 2001-2002)
- Featured Listee, Who’s Who in the East (1996)
Designations:
- Master in Marketing, Harvard University
- Bachelor of Science, Salem University
- Accredited Asset Management Specialist
- Registered Investment Adviser
- Certified Financial Planner
- Certified Accredited Management Consultant and Financial Planner
- Registered Commodity Representative
- Licensed in Securities, Insurance and Real Estate Sales
Contact J.B. Maxwell: