Beth Raymond Email & Phone Number
Vice President @ CAPTRUST
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Beth Raymond Location
- Boston, MA, US
Beth Raymond Work
- Vice President @ (December 2021 - Present)
- Director @ RINET Company, LLC (June 2014 - December 2021)
- Director of Research and Planning @ (March 2010 - June 2014)
- Director of Planning @ (January 2007 - January 2010)
- Tax Accountant @ Needel, Welch & Stone, P.C. (January 1994 - January 2009)
- Tax Accountant @ Arthur Andersen & Co. (January 1991 - January 1994)
Beth Raymond Education
- Bentley University
Accounting
- University of Massachusetts
Economics
Beth Raymond Skills
- Family Office
- Investment Strategies
- Strategic Financial Planning
- Tax
- Wealth Management Services
Beth Raymond Summary
- Beth Raymond, based in Boston, MA, US, is currently a Vice President at CAPTRUST. Beth Raymond brings experience from previous roles at RINET Company, LLC, Sandy Cove Advisors, LLC, Diversified Financial Management, Inc. and Needel, Welch & Stone, P.C.. Beth Raymond holds a Accounting @ Bentley University. With a robust skill set that includes Family Office, Investment Strategies, Strategic Financial Planning, Tax, Wealth Management Services and more. Beth Raymond has 2 emails and 1 mobile phone numbers on RocketReach.
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