Jack Rufo Email
Financial Advisor @ Finivi | Financial Advisors
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Jack Rufo Location
- Boston, MA, US
Jack Rufo Work
- Financial Advisor @ (November 2024 - Present)
- Wealth Management Intern @ Heritage Financial Services, LLC (June 2024 - August 2024)
- Senior Advisor @ (September 2023 - May 2024)
Jack Rufo Education
- Bentley University
Bachelor of Science - BS (Finance, Personal Financial Planning)
- Westwood High School
High School Diploma
Jack Rufo Skills
- Estate Planning
- Investment Management
- Microsoft Excel
- Microsoft Office
- Personal Financial Planning
- Retirement Planning
Jack Rufo Summary
- Jack Rufo, based in Boston, MA, US, is currently a Financial Advisor at Finivi | Financial Advisors. Jack Rufo brings experience from previous roles at Heritage Financial Services, LLC and Bentley Alternative Investments Group. Jack Rufo holds a Bachelor of Science - BS in Finance, Personal Financial Planning @ Bentley University. With a robust skill set that includes Estate Planning, Investment Management, Microsoft Excel, Microsoft Office, Personal Financial Planning and more. Jack Rufo has 1 emails on RocketReach.
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