Jane McAuliffe Email & Phone Number
President, CDFA® (Certified Divorce Financial Analyst), Divorce Mediation @ Collaborative Divorce Strategies
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Jane McAuliffe Location
- East Greenwich, RI, US
Jane McAuliffe Work
- 2017 -now President, CDFA® (Certified Divorce Financial Analyst), Divorce Mediation @
- 2017 -now Partner, Senior Financial Advisor @
- 2015 -2017 Investment Advisor Representative, CDFA @ Forbes Financial Planning
- 2013 -2015 Key Account Sales, Beauty and Personal Care @
- 2004 -2009 Financial advisor @
- 2002 -2004 Financial advisor @ Investment Services at Sovereign Bank
- 1998 -2002 Institutional Sales and Advisor products and 403(b) channel @
- 1996 -1998 Mutual Fund Accountant @
Jane McAuliffe Education
- Bryant University
Bachelor of science (Management)
1991-1995
Jane McAuliffe Skills
- Strategic Planning
- Sales
- Financial Planning
- Finance
- Investments
- Marketing
- Public Relations
- Mutual Funds
- Nonprofits
- Fundraising
- Event Management
- Strategic Financial Planning
- Portfolio Management
- Relationship Management
- Merchandising
- Management
- Financial Analysis
- Product Marketing
- Personal Financial Planning
- Financial Advisory
- Investment Advisory
- Public Speaking
- Budgeting
- Alternative Investments
- Marketing Strategy
- Retirement Planning
- Asset Management
- Strategy
- Financial Services
- Variable Annuities
- Fixed Annuities
- Equities
- Fixed Income Portfolio Management
- Series 65
Jane McAuliffe Summary
- Jane McAuliffe, based in East Greenwich, RI, US, is currently a President, CDFA® (Certified Divorce Financial Analyst), Divorce Mediation at Collaborative Divorce Strategies. Jane McAuliffe brings experience from previous roles at Axis Wealth Partners, LLC, Forbes Financial Planning, The Shuster Group and Banc of America Investment Services, Inc.. Jane McAuliffe holds a 1991 - 1995 Bachelor of science in Management @ Bryant University. With a robust skill set that includes Strategic Planning, Sales, Financial Planning, Finance, Investments and more. Jane McAuliffe has 1 emails and 2 mobile phone numbers on RocketReach.
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