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One of the owners of (781) 276-0902 is between 60-70 years old. We have records for 9 possible previous addresses for the owner, 9 other possible phone numbers, and 7 possible related persons connected to this individual.
Volunteer Tax Specialist and Enrolled Agent (Ea) at Harvard Law School Legal Services Center Federal Tax Clinic Pro Bono Panel (Since 2016)
Trustee and Secretary to the Board at Wakefield Place Office Condominiums Trust (Since 2016)
Council on Examinations at Cfp Board (Since 2015)
Subject Matter Expert | Tax Specialist for Irs Special Enrollment Examination (See) at Prometric (Since 2014)
Subject Matter Expert and Tax Specialist for Irs Special Enrollment Examination (See) at Prometric (Since 2014)
Trustee of Trust Funds at Town of North Reading, Massachusetts (Since 2014)
Election Official at Town of North Reading, Massachusetts (Since 2014)
Alumni Advisory Board at Northern Essex Community College (2012-2013)
Member at Peak Advisor Alliance, Subject Matter Expert for the Cfp® Certification Examination at Cfp® Board, Arbitration Panelist and Chairman at Finra (Financial Industry Regulatory Authority), Branch Manager at Lpl Financial, Managing Member, Founder &Amp; Principal; Clu®, Chfc®, Ea, Cfp® at Whitman Financial Services, Llc (Since 2004)
Item Writing Group Leader | Subject Matter Expert (Sme) for the Cfp Board Certification Examination at Cfp Board of Professional Standards (Since 2000)
Managing Trustee at Crystal Condominium Trust (1994-2004)
Arbitration Panelist and Chairman at Finra (Financial Industry Regulatory Authority) (Since 1990)
Branch Manager at Lpl Financial (Since 1986)
Founder, Principal &Amp; Managing Member, Clu®, Chfc®, Ea, Cfp® at Whitman Financial Services, Llc. (Since 1983)
Managing Member, Founder &Amp; Principal; Clu®, Chfc®, Ea, Cfp® at Whitman Financial Services, Llc. (Since 1983)
Financial Sales Representative at John Hancock Mutual Life Insurance Company (1979-1996)
Swing Manager at Mcdonald'S Corporation (1975-1979)
Education
B.S. Marketing Management, Marketing, Business, Finance from Bentley University (1977-1979)
Associate of Science, Business Management Transfer from Northern Essex Community College (1975-1977)
Diploma, College Preparatory from Newburyport High School (1971-1975)
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