Bruce Lacey Email & Phone Number
Vice President
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Bruce Lacey Location
- United States
Bruce Lacey Work
- 2023 -now Vice President @ DeGroote Financial Group
- 2019 -2022 Vice President @ Goldman Sachs Personal Financial Management
- 2009 -2022 Retired @ Goldman Sachs Personal Financial Management
- 2009 -2019 Sr. Wealth Adviser @
- 1997 -2009 Vice President - Investments @
- 1995 -1996 CFO @
- 1979 -1995 CFO @
Bruce Lacey Education
- The Wharton School
CIMA® (Financial Planning and Services)
2007-2007 - Towson University
BS (Business Admin. and Accounting)
1973-1975
Bruce Lacey Skills
- Investments
- Portfolio Management
- Investment Advisory
- Financial Advisory
- Finance
- Management
- Wealth
- Financial Reporting
- Accounting
- Wealth Management
- Retirement Planning
- Asset Allocation
- Series 7
- Estate Planning
- Mutual Funds
- Strategic Financial Planning
- Alternative Investments
- Asset Management
- Program Management
Bruce Lacey Summary
- Bruce Lacey, based in United States, is currently a Vice President at DeGroote Financial Group. Bruce Lacey brings experience from previous roles at Goldman Sachs Personal Financial Management, United Capital Financial Advisers, LLC and UBS. Bruce Lacey holds a 2007 - 2007 CIMA® in Financial Planning and Services @ The Wharton School. With a robust skill set that includes Investments, Portfolio Management, Investment Advisory, Financial Advisory, Finance and more. Bruce Lacey has 2 emails and 3 mobile phone numbers on RocketReach.
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