Financial Solutions Advisor; Assistant Vice President @ (May 2012 - September 2014)
Financial Planner and Registered Representative of New England Securities @ (January 2010 - July 2012)
Partner; Financial Advisor @ (October 2009 - December 2010)
Operations Analyst @ (October 1999 - October 2008)
Personal Financial Planner @ (January 1986 - January 1989)
Underwriter @ Liberty Mutual (January 1978 - January 1982)
Gerald McInerney Education
Babson College - Franklin W. Olin Graduate School of Business
MBA (Business Administration)
1978-1981
Saint Michael's College
BA (Business Administration)
1974-1978
Scituate High School 1969-1973
Gerald McInerney Skills
Strategic Financial Planning
Personal Finance
Management
Strategic Financial
Investments
Asset Management
Retirement
Financial Analysis
Securities
Financial Planning
Mutual Funds
Investment Operations
Tax Preparation
Underwriting
Gerald McInerney Summary
Gerald McInerney, based in Massachusetts, United States, is currently a Associate Wealth Advisor at Integrated Financial Partners. Gerald McInerney brings experience from previous roles at Merrill Edge, Baystate Financial Services, Commonwealth Financial Group and Fidelity Investments. Gerald McInerney holds a 1978 - 1981 MBA in Business Administration @ Babson College - Franklin W. Olin Graduate School of Business. With a robust skill set that includes Strategic Financial Planning, Personal Finance, Management, Strategic Financial, Investments and more. Gerald McInerney has 2 emails on RocketReach.
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