Jane Kehoe Email & Phone Number
Paraplanner @ R. Miller & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC
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Jane Kehoe Location
- Wellesley, MA, US
Jane Kehoe Work
- 2025 -now Paraplanner @
- 2024 -2025 Business Development Specialist @
- 2022 -2024 President and Captain @
- 2023 -2023 Wealth Management Intern @
- 2022 -2022 Accounting and Financial Planning Intern @
- 2020 -2022 Assistant Manager and Trainer @ Equito Dressage
- 2020 -2021 Barn Manager @ Bridle Brook Farm
- 2017 -2019 Assitant Office Manager @ Family Dentistry Inc
Jane Kehoe Education
- Babson College
Bachelor of Science - BS (BS, Finance)
2021-2024 - Simmons University
Bachelor of Science in Nursing - BSN
2020-2020 - University of Connecticut
Bachelor of Science - BS (Animal Sciences)
2019-2019 - Dana Hall School
High School Diploma
2015-2019
Jane Kehoe Skills
- Business Development Support
- Client Services
- Customer Relationship Management (CRM)
- Holistic Financial Planning
- Financial Advisory
- Family Wealth Management
- Private Wealth Management
- Rebalancing
- Investment Management
- Wealth Accumulation
- Wealth Management Services
- Financial Planning
- Comprehensive Planning
- Customer Service
- Event Planning
- Microsoft Office
- RStudio
- QuickBooks
- Salesforce
- NetSuite
- Microsoft Dynamics GP
- Microsoft Excel
Jane Kehoe Summary
- Jane Kehoe, based in Wellesley, MA, US, is currently a Paraplanner at R. Miller & Associates, a private wealth advisory practice of Ameriprise Financi. Jane Kehoe brings experience from previous roles at R. Miller & Associates, a private wealth advisory practice of Ameriprise Financi, Babson College Equestrian Team, Morgan Stanley and Massachusetts Dental Society. Jane Kehoe holds a 2021 - 2024 Bachelor of Science - BS in BS, Finance @ Babson College. With a robust skill set that includes Business Development Support, Client Services, Customer Relationship Management (CRM), Holistic Financial Planning, Financial Advisory and more. Jane Kehoe has 1 emails and 1 mobile phone numbers on RocketReach.
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Sam Grosso
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Michael Stodulski
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Katherine Miller
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Mitchel Johnson
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Joseph Gonthier
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Christina Cobas
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Boston, MA, US
Victoria Schultz
Administrative Assistant
Wilmington, MA, US
Jane Kehoe
Paraplanner
Wellesley, MA, US
Lennox Donlon
Associate Financial Advisor
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