Longfellow -
[Cached Version]
Published on: 10/20/2006
Last Visited: 10/20/2006
DAVID P. BOUCHER, CFP®Account Executive
617-351-6033dboucher@longfellowbenefits.com"> dboucher@longfellowbenefits.com
In his role as Account Executive of Retirement Plans, David consults clients in plan design, testing & compliance, investments, and educational initiatives.David is actively involved in the request for proposals, vendor management, and business development processes.Before joining the Longfellow team, David began his career with Putnam Investments in their mutual fund marketing department.In the spring of 1998, David started his Qualified Plans focus with Putnam serving in many different capacities in their defined contribution plan administration group.After traveling as a Retirement Education Consultant educating Putnam's institutional 401(k) clients, David joined The Kraematon Group in Wellesley, MA in the spring of 2000.At Kraematon, David focused much of his efforts on plan design, investment due diligence, and ERISA tax law.David is a member of the Board of Directors for the Kennedy-Donovan Center in Foxboro, MA and is the President of the Attleboro Foremen's Club.He earned a BS in Finance from Providence College, holds his NASD series 6 and 63 registrations, and is a Certified Financial Planner.David is currently pursuing his CEBS designation.