Name: Christopher Hagelstein
Phone: 617-867-0239
E-mail: chage...@vax.clarku.edu
Location: Worcester MA USA
Relocation: not indicated
_ _ _
CHRISTOPHER HAGELSTEIN
8 CLAREMONT ST
WORCESTER, MA. 01610
Tele: 617-867-0239
HIGHLIGHTS OF QUALIFICATIONS
Earned Series 7 - General Securities License (1994)
Earned Series 3 - Futures/Options License (1993)
Earned Series 6 - Mutual Funds/Variable Accounts License (1992)
Earned Series 63 - “Blue Sky” State Securities License (1992)
Earned Life/Annuity Insurance License (1992)
PASSED ALL EXAMS FIRST TIME, SELF-STUDIED
EDUCATION
BA Philosophy/Economics, Clark University, Worcester, MA. (1987)
EMPLOYMENT HISTORY
June 1996-
Jan. 1995: FIRST DATA INVESTOR SERVICES, WESTBOROUGH, MA ( formerly
ALLMERICA FINANCIAL) Multi-Client Representative
Provided investment advice and recommendations.
Processed mutual fund transactions.
Researched problematic transactions and communicated with clients on a
daily basis.
Sold and serviced mutual fund products for fund and bank clients such as
T. Rowe Price, Galaxy, Sogen, Old Kent, Armada, Invesco and Allmerica
Financial.
Responsible for handling all questions, bill and administrative duties for
T. Rowe Price’s Retirement Diskette product.
Jan. 1995-
Jan. 1991: ALLMERICA FINANCIAL, WORCESTER, MA
Account Representative
Responsible for over $75,000 in new variable annuity business.
Servicing agent for accounts totaling over $500,000 (pension clients.)
Converted over $100,000 Bank CD accounts to mutual fund shareholder accounts.
Dec. 1990-
Dec. 1989: BOSTON FINANCIAL DATA SERVICES, N. QUINCE, MA
Account representative
Processed mutual fund transactions.
Researched and resolved incomplete transaction requests by phone.
Drafted shareholder correspondence to clarify incomplete transaction
instruction.
Responsible for Federal Express and other overnight transactional
requests, requiring same-day processing.
COMPUTER LITERACY AND TECHNICAL SKILLS
Financial Markets: Reuters terminal 2000 v2.16 and Bloomberg. Software:
Excel, Lotus (1-2-3, Organizer, cc:Mail), WordPerfect (all versions), Word
6, Q&A. PC-related Systems: DOS, Windows, OS/2, VAX and UNIX. System
Technology: OS/2 DB2 Database w/Easel software, AS400 platform w/Early
Cloud software, Image document processing, PAR (Personal Asset
Recordkeeping for mutual funds). Internet browsers: Netscape Navigator,
Spry, Compuserve, AOL and Prodigy.
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