Client Associate@ Mercer Advisors
Boston, Massachusetts, United States
Louis Tzamalas
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Boston University
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FlashIntel GPTLouis Tzamalas is a highly motivated and ambitious individual with 8.7 years of work experience. He possesses skills in leadership, public speaking, retirement planning, asset management, and mutual funds. Based in the United States, Louis has worked with companies helping advisors transition from broker dealers to clients explaining their life insurance policies. He has a strong credit course load and 14 hours/week internship in Boston's financial district, which has given him the necessary knowledge to succeed in his career. Louis is passionate about speaking with individuals interested in the financial industry and is open to speaking with anyone interested.
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About
Highly motivated, ambitious, and driven individual who is pursuing a career in financial planning and investment management. An aspiring CFP and AIF, I'm have worked with multiple companies helping their new advisors transition from different broker dealers and sending letters to clients explaining their life insurance policies. Having an 18 credit course load along with a 14 hour/week internship in Boston's financial district, I have learned to not to waste a single hour of my day. I always believed I need to know exactly where I want to go in my career in order to have a direction in life. I enjoy speaking with anyone interested or currently in the financial industry, if you have any questions please feel free to contact me at [email protected].
...See MoreWork Experience
Client Associate
Financial Services
Louis Tzamalas's Professional Milestones
- Fee-based Financial Planning Intern (2015-10-01~2015-12-01): Assisted in financial planning, facilitating financial control and analysis for clients, supporting their business plans.
- Commission-based Financial Planning Intern (2016-02-01~2016-05-01): Developed data analysis strategies to identify trends and provide strategic guidance for decision-making and impactful client strategies.
Education
Finance,
Bachelors
2015-2019Skill
Leadership
Public Speaking
Retirement Planning
Asset Management
Mutual Funds
Investment Management
Finance
Networking
Time Line Management
Time Management
Financial Fitness
Fitness Modeling
Time Value Of Money
Management
Resourcefulness
Certification
Colleagues
Steve Scothorn
Director | Chief Compliance Officer
Martine E. Lellis, CPA, CFP
Chief Talent And Administrative Officer
Gary Foodim
Chief Marketing Officer
Loren Pierson
Chief Operations Officer
Gary Foodim
Chief Marketing Officer
Other Named Louis Tzamalas
Frequently asked questions
We found 2 Louis Tzamalas's email addresses
We found 2 Louis Tzamalas's phone numbers
Louis Tzamalas works for Mercer Advisors
Louis Tzamalas's role in Mercer Advisors is Client Associate
Louis Tzamalas works in the industry of Financial Services
Louis Tzamalas's colleagues are Steve Scothorn,Martine E. Lellis, CPA, CFP,Gary Foodim
Louis Tzamalas's latest job experience is Client Associate at Mercer Advisors
Louis Tzamalas's latest education in Boston University
