Cfpâ Lee Generous Company Details
Location
Braintree, Massachusetts, United States
Industry
Financial Services
Cfpâ Lee Generous's Current Company
Leveroni Financial Management Corp.
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Industry | Financial Services |
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Location | Braintree, Massachusetts, United States |
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Industry | Financial Services |
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Location | Braintree, Massachusetts, United States |
Cfpâ Lee Generous's Experience and Education
Work Experience
Pricing, Family Office, And Personal Investing
2005-09 to 2015-01
Boston, Massachusetts, United States
Wealth Advisor
2015-01 to Unknown
Braintree, Massachusetts, United States
Easy Honest Sales
Business Owner
2013-01 to 2015-01
Customer Service Representative
2005 to 2005-08
Boston, Massachusetts, United States
Education
University Of Massachusetts Amherst
Bachelor Of Arts in Poly Sci
2000 to 2004
Amherst, Massachusetts, United States
Frequently Asked Questions about Cfpâ Lee Generous
What company does Cfpâ Lee Generous work for?
Cfpâ Lee Generous works for Leveroni Financial Management Corp.
What is Cfpâ Lee Generous's role in his workplace?
Cfpâ Lee Generous's role in his workplace is
Wealth Advisor .
Which industry does Cfpâ Lee Generous work in currently?
Cfpâ Lee Generous works in the industry
Financial Services.
What schools did Cfpâ Lee Generous attended?
Cfpâ Lee Generous attended
The American College Of Financial Services,
Boston University,
and
University Of Massachusetts Amherst.
What are some of Cfpâ Lee Generous's interests?
Cfpâ Lee Generous has interests in
Poverty Alleviation.
What are some of Cfpâ Lee Generous's skills?
Cfpâ Lee Generous has skills like
Investments,
Securities,
Financial Services,
Wealth Management,
Relationship Management,
Mutual Funds,
Portfolio Management,
Series 63,
Management,
Financial Analysis,
Sales,
Process Improvement,
Retirement Planning,
Corporate Actions,
Trading,
401k,
Asset Allocation,
Alternative Investments,
Equities,
Fixed Income,
and
Risk Management.
Who are Cfpâ Lee Generous's colleagues?
Cfpâ Lee Generous's colleagues are
Timothy Leveroni,
Timothy Leveroni,
Joseph Bellantoni,
Samir Shah,
Jacqueline Leveroni,
Lee Generous,
Timothy Leveroni,
Jacqueline Leveroni,
Timothy Leveroni,
Samir Shah,
Lee Generous,
and
Joseph Bellantoni.
Who are Cfpâ Lee Generous's peers at other companies?
Cfpâ Lee Generous's peers at other companies are
Ryan Napier,
Cameron Hubbard,
Todd Schroeder,
Pranee Niwatmongkolchai,
Katie White,
Dirk Van Antwerpen,
and
Shane Teoh.
Related Employees
Wealth Advisor
at
cameronhubbard@exemplarfn.com
+1815-5********
+1 phones
