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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Top R. Miller & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC Employees
Callie McOsker
Director of Financial Planning
Dover, MA, US
Richard Miller
Private Wealth Advisor
Wellesley, MA, US
Sharon Schoffmann
Financial Planner
United States
Tam Tranvu
Tax Associate
Grafton, MA, US
Victoria Schultz
Administrative Assistant
Wilmington, MA, US
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