Helen Andreoli Email & Phone Number
Managing Partner @ Great Diamond Partners
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Helen Andreoli Location
- Portland, ME, US
Helen Andreoli Work
- 2023 -now Managing Partner @
- 2019 -2024 Founding Partner and Chief Financial Officer @
- 2011 -2019 Vice President - Investments @
- 2006 -2011 Financial Advisor @
- 2000 -2006 Financial Advisor @
Helen Andreoli Education
- University of Maine
Master of Business Administration (MBA), Finance and Financial Management Services (Finance and Financial Management Services)
1998-2000 - Bates College
Bachelor of Arts, Political Science and Government (Political Science)
1988-1992 - Bates College
Bachelor of Arts - BA, Political Science
1988-1992
Helen Andreoli Skills
- Investments
- Finance
- Series 7
- Wealth Management
- Retirement Planning
- Mutual Funds
- Portfolio Management
- Series 63
- Asset Allocation
- Securities
- Sales
- Team Building
- Microsoft Excel
Helen Andreoli Summary
- Helen Andreoli, based in Portland, ME, US, is currently a Managing Partner at Great Diamond Partners. Helen Andreoli brings experience from previous roles at Great Diamond Partners, UBS Financial Services, Merrill Lynch and Morgan Stanley. Helen Andreoli holds a 1998 - 2000 Master of Business Administration (MBA), Finance and Financial Management Services in Finance and Financial Management Services @ University of Maine. With a robust skill set that includes Investments, Finance, Series 7, Wealth Management, Retirement Planning and more. Helen Andreoli has 3 emails and 2 mobile phone numbers on RocketReach.
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