Beth Sweeney Email & Phone Number
Founding Partner @ Sweeney Wealth Management Group
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Beth Sweeney Location
- Boston, MA, US
Beth Sweeney Work
- 2026 -now Founding Partner @
- 2017 -2026 Partner, Managing Director - Wealth Manager @
- now Senior Vice President - Investments @
- now Stock Loan @
Beth Sweeney Education
- University of Massachusetts Lowell
BS
1990-1994 - Westwood High School 1986-1990
Beth Sweeney Skills
- Portfolio Management
- Finance
- Strategic Planning
- Financial Analysis
- Sales
- Equities
- Investment Management
- Investment Strategies
- Refinance
- Merchandising
- Pensions
Beth Sweeney Summary
- Beth Sweeney, based in Boston, MA, US, is currently a Founding Partner at Sweeney Wealth Management Group. Beth Sweeney brings experience from previous roles at Steward Partners, Wells Fargo Advisors, LLC and Charles Schwab. Beth Sweeney holds a 1990 - 1994 BS @ University of Massachusetts Lowell. With a robust skill set that includes Portfolio Management, Finance, Strategic Planning, Financial Analysis, Sales and more. Beth Sweeney has 1 emails and 1 mobile phone numbers on RocketReach.
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