Resumes
Resumes
Wealth Advisor
View pageLocation:
Waltham, MA
Industry:
Financial Services
Work:
Eagle Strategies, Llc
Wealth Advisor
New York Life Insurance Company Sep 2014 - Sep 2015
Partner
New York Life Insurance Company Sep 1, 2014 - Sep 2014
Agent
South End Business Alliance Jan 2011 - Jan 2013
President Board of Directors Seba
Massbike Jan 2007 - May 2010
Board of Directors
Wealth Advisor
New York Life Insurance Company Sep 2014 - Sep 2015
Partner
New York Life Insurance Company Sep 1, 2014 - Sep 2014
Agent
South End Business Alliance Jan 2011 - Jan 2013
President Board of Directors Seba
Massbike Jan 2007 - May 2010
Board of Directors
Education:
The American College of Financial Planning 2013 - 2014
Macquarie University
Plymouth State University
Bachelors, Bachelor of Science, Business Management
Macquarie University
Plymouth State University
Bachelors, Bachelor of Science, Business Management
Skills:
Retirement Planning
Leadership
Risk Management
Finance
Strategic Planning
Team Building
Succession Planning
Wealth Preservation Planning
Consulting
Financial Analysis
Analysis
Marketing Strategy
Microsoft Office
Strategy
Training
Performance Consulting
Executive Management
Personnel Recruiting
Workshop Facilitation
Mentoring
Training Facilitation
Leadership
Risk Management
Finance
Strategic Planning
Team Building
Succession Planning
Wealth Preservation Planning
Consulting
Financial Analysis
Analysis
Marketing Strategy
Microsoft Office
Strategy
Training
Performance Consulting
Executive Management
Personnel Recruiting
Workshop Facilitation
Mentoring
Training Facilitation
Interests:
Family
Group Road Riding
Children
Business Improvement
Financial Risk Management
Downhill Skiing
Lower Taxes
Mountain Biking
Continuing Education
Health
Group Road Riding
Children
Business Improvement
Financial Risk Management
Downhill Skiing
Lower Taxes
Mountain Biking
Continuing Education
Health
Certifications:
Certified In Long Term Care (Cltc)
Electrician
View pageLocation:
Stoneham, MA
Industry:
Construction
Work:
Rj Hatch
Electrician
Electrician
Timothy Libby
View page
Timothy Libby
View pageLocation:
Greater Boston Area
Industry:
Financial Services