Boston Cardinal Email & Phone Number
Founder and CEO @ Vantage Impact
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Boston Cardinal Location
- Excelsior, MN, US
Boston Cardinal Work
- 2020 -now Founder and CEO @
- 2017 -2020 Divisional Director @
- 2015 -2017 Manager - Recruiting and Practice Acquisitions @
- 2014 -2015 Financial Advice Sales Consultant @
- 2011 -2014 Strategic Solutions Consultant @
- 2008 -2010 Stockbroker @
- 2008 -2010 Finance and Economics Intern @
- 2008 -2008 Financial Analyst Intern @
Boston Cardinal Education
- University of Minnesota - Carlson School of Management
Master of Business Administration (M.B.A.) (Accounting and Finance)
2014-2017 - Saint Cloud State University
B.A (Business Economics)
2005-2009 - St. Cloud State University
B.A. (Business Economics)
2005-2009 - Anoka 2001-2002
- Centennial
Boston Cardinal Skills
- Capital Gains Tax
- Estate Planning
- Series 63
- Financial Advisory
- Banking
- Fixed Income
- Human Resources
- Fiduciary Services
- Retirement Planning
- Sales
- Portfolio Management
- Data Analysis
- Capital Markets
- Investments
- Market Research
- Bloomberg
- Cost Basis Reporting
- Finance
- Investment Trusts
- Asset Allocation
- Powers of Attorney
- Wealth Management
- Equities
- Mutual Funds
- Acquisitions
- Customer Service
- Financial Analysis
- Revocable Trusts
- Management
- Financial Reporting
- Project Management
- Services
- Options
- Recruiting
- Series 7
Boston Cardinal Summary
- Boston Cardinal, based in Excelsior, MN, US, is currently a Founder and CEO at Vantage Impact. Boston Cardinal brings experience from previous roles at Ameriprise Financial Services, Inc.. Boston Cardinal holds a 2014 - 2017 Master of Business Administration (M.B.A.) in Accounting and Finance @ University of Minnesota - Carlson School of Management. With a robust skill set that includes Capital Gains Tax, Estate Planning, Series 63, Financial Advisory, Banking and more. Boston Cardinal has 1 emails and 1 mobile phone numbers on RocketReach.
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