Name: Timothy Lonergan, cfp®

 Company: Boston Private

 Job title: asesor patrimonial asociado

Website of the company : bostonprivate.com / Size of the company : sign up to find out


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 People working at Boston Private

Name
Job Title
Action
  Amy Spillane
Reclutador
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  Thomas Dean
Analista de activos y pasivos
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  Donald Brown
Vp servicios especializados de custodia
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  Richard Santiamo
Pasante de servicios de apoyo a la gestión de depósitos
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  Alyssa Do, jd, ll.m
CEO Gerente de Planificación de Riqueza
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  Mark Raymond
Representante del servicio al cliente
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  Timothy Lonergan, cfp®
Asesor patrimonial asociado
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  Jordan Gilbert
Gerente de Proyectos - AVP
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  Joe Lavigne
Gestor de Redes
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  Ravi Recidoro
Asistente de confianza superior
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  Ulises Pineda
ViceCEOe, oficial de fraude
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  Kevin Broderick
Asociador de confianza
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  David Kaye
Manager, grupo de clientes corporativos
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  David Small, cism
Vicedirectore sénior, supervisor de operaciones de seguridad
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  Adrian Ketri
Supervisor de Cumplimiento y Riesgos
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  Richard Mullaney, cfp®
Asesor de Riqueza
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  Michael Gagnon
Vicemanagere, Asesor de Gestión de Efectivo
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  Tyler Bhaumik
Analista de seguridad de la información
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  Anna Paiva
CEO gerente y oficial superior de fideicomiso
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