Brian Heffernan Email & Phone Number
Financial Planner @ Northeast Planning Associates
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Brian Heffernan Location
- Southborough, MA, US
Brian Heffernan Work
- 2002 -now Financial Planner @
- 1994 -2001 Vice President @ Northeast DBS, LLC
Brian Heffernan Education
- Brown University
BA Organizational Behavior & Management
1982-1986 - Needham High School 1979-1982
Brian Heffernan Skills
- Term Life Insurance
- Risk Management
- Customer Service
- Estate Planning
- Retirement
- Financial Planning
- Investment Strategies
- Retirement Planning
- Assurance
- Microsoft Excel
- FINRA
- Strategic Financial
- Investment Advisory
- Public Speaking
- Pensions
- Leadership
- Mutual Funds
- Start Ups
- Asset Allocation
- Finance
- Marketing
- Supply Chain Management
- Strategic Financial Planning
- Wealth Management
- Investments
- Securities
- Strategic Planning
- Series 7
- Financial Advisory
- Insurance
- Financial Services
- Asset Management
Brian Heffernan Summary
- Brian Heffernan, based in Southborough, MA, US, is currently a Financial Planner at Northeast Planning Associates, Inc.. Brian Heffernan brings experience from previous roles at Northeast DBS, LLC. Brian Heffernan holds a 1982 - 1986 BA Organizational Behavior & Management @ Brown University. With a robust skill set that includes Term Life Insurance, Risk Management, Customer Service, Estate Planning, Retirement and more. Brian Heffernan has 4 emails and 1 mobile phone numbers on RocketReach.
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