Brendan Flaherty Email & Phone Number

Director of Operations @ Crestwood Advisors

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Brendan Flaherty Location

Boston, MA, US

Brendan Flaherty Work

2025 - now Director of Operations @ Crestwood Advisors
2025 - 2025 Director, Operations @ Corient
2021 - 2025 Operations and Technology Director @ Corient

2017 - 2021 Director Of Operations @ The Fiduciary Group
2017 - 2017 Senior Account Executive @ RedBlack Software
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2014 - 2017 Client Relationship Manager @ RedBlack Software
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2013 - 2014 Client Service Associate @ RedBlack Software
2012 - 2013 Intern @ Scottrade
2012 - 2012 Intern @ Chubb
2011 - 2011 Intern @ Chubb

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Brendan Flaherty Education

University of Florida - Warrington College of Business
Master of Business Administration - MBA
2019 - 2020
UNH Peter T. Paul College of Business and Economics
Bachelors Degree (Business Administration: Finance, Marketing)
2009 - 2013
Winnacunnet High School
High school Diploma
2005 - 2009

Brendan Flaherty Skills

Financial Services
Marketing
Customer Service

Insurance
Finance
Sales
Social Media
Microsoft Office
Microsoft Excel
Microsoft Word

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Brendan Flaherty Summary

Brendan Flaherty, based in Boston, MA, US, is currently a Director of Operations at Crestwood Advisors. Brendan Flaherty brings experience from previous roles at Corient, The Fiduciary Group and RedBlack Software. Brendan Flaherty holds a 2019 - 2020 Master of Business Administration - MBA @ University of Florida - Warrington College of Business. With a robust skill set that includes Financial Services, Marketing, Customer Service, Insurance, Finance and more. Brendan Flaherty has 2 emails and 1 mobile phone numbers on RocketReach.

Brendan Flaherty Emails

Found 2 emails

Brendan Flaherty Phone Numbers

Found 3 phone numbers

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Top Crestwood Advisors Employees

Alexandra Blake

Director, Wealth Manager at Crestwood Advisors

Darien, CT, US
2
- gmail.com
- crestwoodadvisors.com
4
- +1 212-692-XXXX
- +1 845-383-XXXX
- +1 516-384-XXXX
- +1 631-549-XXXX
Ryan Kenny

Portfolio Manager at Crestwood Advisors

Boston, MA, US
2
- gmail.com
- crestwoodadvisors.com
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- +1 617-523-XXXX
- +1 617-226-XXXX
- +1 781-316-XXXX
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