Mccarthy Planning
Financial Consultant
Boston Premier Wealth
Director of Financial Planning
The Bulfinch Group Sep 2014 - Aug 2016
Financial Advisor, Cfpâ
State Street Nov 1998 - Feb 2013
Vice President
State Street 2000 - 2006
Assistant Vice President
Education:
Northeastern University 2013 - 2014
Bachelors, Business
Boston University 2011 - 2012
Hingham High School
Skills:
Business Planning Estate Planning Comprehensive Planning Insurance Planning Investment Planning Investment Allocation Retirement Planning Education Planning Retirement Income Strategies Financial Services Business Benefits Services Risk Managment Financial Planning
Mar 2014 to 2000 Registered NurseMarket Basket Food Store Woburn, MA Jul 2007 to Mar 2014 Customer Service/Courtesy Booth AssociateBaystate Medical Center Springfield, MA May 2012 to Aug 2013 Patient Care Technician
Education:
University of Massachusetts Amherst, MA May 2013 Bachelor of Science in Nursing
Name / Title
Company / Classification
Phones & Addresses
Alison Mccarthy Secretary, President, Principal
INSANECHICKEN INC Ret Misc Merchandise
125 Church St UNIT 90-333, Pembroke, MA 02359 51 Riverside Dr, Norwell, MA 02061
Deanna Venner, Ella Leffingwell, Stephen Hemeon, Glenna Pearson, Michael Same, Steve Prowell, Scott Hayes, Joan Smith, John Belline, Charlie Steel, Donald Wood