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One of the owners of (617) 323-7949 is between 60-60 years old. We have records for 8 possible previous addresses for the owner, 10 other possible phone numbers, and 5 possible related persons connected to this individual.
Co-Founder &Amp; Managing Partner at Fiduciary Wealth Partners (Since 2014)
Boston Chair at Tiger 21 (Since 2014)
Group Chair at Tiger 21 (Since 2014)
Managing Director at Spinnaker Capital Llc | the Bollard Group Llc (2011-2014)
Chief Marketing Officer at Prudential Financial - Retirement Division (2009-2011)
Head of Advice and Guidance Division at Fidelity Investments (2004-2007)
President and Division Head of Portfolio Advisory Services at Fidelity Investments (1997-2009)
Portfolio Company Ceo at Fidelity Capital and Fidelity Ventures (1997-2000)
Managing Director at Quadra Capital Partners (1996-1997)
Head of Private Client and Family Office Groups at Fleet Financial Group (1992-1996)
Head of Private Wealth Management: Manhattan at Bny Mellon (1985-1992)
Education
Investment Decisions and Behavioral Finance Program and Effective Decision Making Seminar, Governance and Negotiations from Harvard University, John F. Kennedy School of Government (2002-2005)
Fidelity Sponsored Opm Program for Owners, Presidents and Managers, How to Run Successful, Growing Companies from Harvard Business School (2000-2001)
Certified Investment Management Analyst Program, Investment Management Consultants Association Program from University of Pennsylvania - the Wharton School (1997-1998)
B.A, Economics from University of North Carolina at Chapel Hill (1981-1985)
218 Allandale Rd Apt C, Chestnut Hill, Ma 02467-3239
Possible Previous Locations
218 Allandale Rd Apt C, Chestnut Hill, Ma 02467-3239
218 Allandale Road C, Chestnut Hill, Ma 02467
218 C Allandale Road, Chestnut Hill, Ma 02467
220 Allandale Road A, Chestnut Hill, Ma 02467
280 Trumbull Street, Hartford, Ct 06103
409 Commonwealth Ave Unit A, Boston, Ma 02215-2356
409 Commonwealth Ave, Boston, Ma 02215-2322
409 Commonwealth Avenue, Boston, Ma 02215
Additional information on the owner
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