Jerry Breen
University of Massachusetts Dartmouth
Tell me more about Jerry Breen?
Jerry Breen is a highly experienced financial advisor with 36.8 years of work experience. He specializes in securitization, product management, capital markets, financial services, and product marketing. Based in the United States, Jerry offers a wide range of products and services to help clients meet their financial goals and protect their families and businesses. With a focus on identifying the best financial options, Jerry offers attention, insight, and expertise to help clients achieve their financial goals. Contact him to discuss any financial goals or questions to explore the future of your financial future.
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About
Preparing for that next step in life isn’t always easy and you should not go it alone. My combination of experience, professionalism and access to a wide variety of products and services can help you meet all your financial goals and protect your family and/or business. Whether your goals include milestone life events like investing for retirement, paying for college, buying a home, or maybe simply looking for protection in the form of life, disability or long-term care insurance, I promise you a new level of attention, insight and expertise. Please contact me to discuss any financial goals or questions you might have, and take the first step to a more secure financial future! -Jerry 978-635-1525 [email protected] /*********/ For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.
...See MoreWork Experience
Financial Advisor
Financial Services
Jerry Breen's Professional Milestones
- Senior Investment Product Analyst (1994-01-01~1996-01-01): Delivered comprehensive market research and analysis, identifying key trends and maximizing investment opportunities.
- Director Of Product Management (2013-11-01~2015-04-01): Expanding market presence through strategic product development and successful product launches.
Education
Economics
1984-1987Skill
Securitization
Product Management
Capital Markets
Financial Services
Product Marketing
Software Development
Product Design
Abs
Analytics
Business Analysis
Business Intelligence
Competitive Analysis
Finance
Financial Modeling
Financial Markets
Fixed Income
Hedge Funds
Investment Banking
Mbs
Investments
Management
Portfolio Management
Residential Mortgages
Salesforce.com
Strategic Partnerships
Strategic Planning
Structured Finance
Trading
Start Ups
Certification
Colleagues
Scott Bell
Digital Product Owner - Operational Enablement -Custody
Scott Young
Owner, Bootleggers Rest. & Brewery
Chad Gardeski, CEA®, DFSA™
specializing in: wealth strategies retirement income strategies estate and legacy planning intergenerational wealth transfer business owner needs disability savings plans life insurance and long-term care
Anushri S. Fischer
Financial Advisor | Goal-Centric Planning | Estate & Wealth Transfer | Retirement Strategies | Business Owner Transitions
Sheila Peelen, AAMS™
Financial Advisor serving individuals & businesses| Business Owner Strategies | Retirement Planning | Financial Coaching
Other Named Jerry Breen
Frequently asked questions
We found 3 Jerry Breen's email addresses
We found 3 Jerry Breen's phone numbers
Jerry Breen works for Edward Jones
Jerry Breen's role in Edward Jones is Financial Advisor
Jerry Breen works in the industry of Financial Services
Jerry Breen's colleagues are Scott Bell,Scott Young,Chad Gardeski, CEA®, DFSA™
Jerry Breen's latest job experience is Financial Advisor at Edward Jones
Jerry Breen's latest education in University of Massachusetts Dartmouth