Jeffrey Tomaneng's Location
Newton, MA, US
Jeffrey Tomaneng's Work
- Wealth Advisor @ Asset Management Resources, LLC
- Financial Planning Educator @ Jeffrey N. Tomaneng, CFP®
- Director of Financial Planning @ Sapers & Wallack, Inc.
- Financial Planner @ Lincoln Investment
- Financial Planner @ US Wealth Management
- Financial Planner @ Baystate Financial
- Financial and Retirement Planning Instructor @ Bryant University
- Financial Consultant - Assistant Vice President @ Citizens
- Financial Executive @ Citi
- Financial Consultant @ Republic National Bank of New York
Jeffrey Tomaneng's Education
- Washington University in St. Louis
Bachelor of Science in Business Administration (BSBA) (Psychology minor)
1988 - 1992 - Washington University in St. Louis - Olin Business School
Bachelor of Science in Business Administration (BSBA) (Marketing and Finance)
1989 - 1992 - Massachusetts Institute of Technology - Sloan School of Management
Certificate (Investment Management Theory and Practice)
2016 - 2016
- NYU School of Professional Studies
Certificate (Financial Planning)
2003 - 2003 - College for Financial Planning
CMFC®, AAMS®, APMA® (Investment Planning)
2006 - 2016 - The American College
ChFC®, CLU®, CASL® (Financial Planning, Insurance Planning, Retirement Coaching)
2004 - 2005 - Kaplan University
Certificate (Financial Planning)
2001 - 2003 - McLeansboro High School
Diploma
1984 - 1988
Jeffrey Tomaneng's Skills
- Social Media Marketing
- Teaching
- Strategic Financial Planning
- Personal Financial Planning
- Budgeting
- Insurance Planning
- Investment Strategies
- Financial Coaching
- Investments
- Financial Planning
Jeffrey Tomaneng's Summary
Jeffrey Tomaneng, based in Newton, MA, US, is currently a Wealth Advisor at Asset Management Resources, LLC, bringing experience from previous roles at Jeffrey N. Tomaneng, CFP®, Sapers & Wallack, Inc., Lincoln Investment and U.S. Wealth Management. Jeffrey Tomaneng holds a 1988 - 1992 Bachelor of Science in Business Administration (BSBA) in Psychology minor @ Washington University in St. Louis. With a robust skill set that includes Social Media Marketing, Teaching, Strategic Financial Planning, Personal Financial Planning, Budgeting and more, Jeffrey Tomaneng contributes valuable insights to the industry. Jeffrey Tomaneng has 3 emails and 1 mobile phone number on RocketReach.
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