Jim Pfs Email & Phone Number
Managing Director @ Baker Newman Noyes
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Jim Pfs Location
- Boston, MA, US
Jim Pfs Work
- 2019 -now Managing Director @
- 2013 -now Adjunct Faculty @
- 2006 -2018 Partner @ The MFA Companies
- 2006 -2018 Partner and Senior Wealth Advisor @ The MFA Companies
- 2004 -2006 Tax and Wealth Manager @ Summit Financial Strategies
- 2003 -2004 Tax and Wealth Manager @ Archambault & Associates
- 2000 -2002 Senior Tax and Wealth Management Director @ RSM US LLP
- 1984 -2000 Senior Tax Manager @ Mullen and Company, LLP (merged with RSM McGladrey)
Jim Pfs Education
- Bentley University
MST
- Merrimack College
Jim Pfs Skills
- Estate Planning
- Tax Preparation
- Financial Analysis
- Income Tax
- Tax
- Strategic Financial Planning
- Accounting
- Financial Reporting
- Management
- Auditing
- Internal Controls
- Finance
- SEC filings
- GAAP
- CPA
- Mutual Funds
- Inheritance Tax Planning
- Financial Planning
- Financial Accounting
Jim Pfs Summary
- Jim Pfs, based in Boston, MA, US, is currently a Managing Director at Baker Newman Noyes. Jim Pfs brings experience from previous roles at Merrimack College, The MFA Companies and Summit Financial Strategies. Jim Pfs holds a MST @ Bentley University. With a robust skill set that includes Estate Planning, Tax Preparation, Financial Analysis, Income Tax, Tax and more. Jim Pfs has 1 emails and 1 mobile phone numbers on RocketReach.
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