Munzer & Company



Munzer & Company, President: 1993-Present

Full time consulting practice with mutual fund complexes and major vendors to financial services industry. Clients represent multi-year relationships across multiple projects. 

Colonial Mutual Funds, Senior Vice President: 1987-1993

Managed sales support functions for $14 billion company. Developed and directed strategic and tactical goals for marketing, telemarketing, field support, finance, and computer systems. Created budgets, control systems and compensation plans.

New England Financial, Assistant Vice President: 1983-1987

Managed Corporate and Market Research Departments of $50 billion insurance company. Analyzed customers and competitors of the Life, Group Health, Annuity and Mutual Funds product lines. Evaluated field force needs and performance. Supported the sales process with territory analyses, market potential, and demographic profiles.



Other Professional Experience

Professional Activities

Civic Activities

Education: Wellesley College, B. A., Economics

Licenses: Series 6 and Limited Principal

Munzer & Company... Making Things Work Better in the Financial Services Industry