John Lacroix Email & Phone Number
Founder President
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John Lacroix Location
- Boston, MA, US
John Lacroix Work
- Founder President @ LaCroix Wealth Management Group (April 2020 - Present)
- Financial Advisor @ (January 2018 - April 2020)
- Financial Services Professional @ (April 2009 - January 2018)
- Business Analyst Contractor @ (September 2006 - July 2007)
- Project Manager @ (July 2005 - July 2006)
- Disaster Recovery Specialist @ (August 2004 - August 2005)
- Financial Services Professional @ (December 2002 - July 2005)
- WHOC Manager @ BBN Planet (January 1997 - January 2000)
John Lacroix Education
- D'Amore-McKim School of Business at Northeastern University
MBA (MBA, Finance and Business)
1987-1988
John Lacroix Skills
- Licensed Life Insurance Agent
- 401k Rollovers
- Annuity Sales
- Retirement Planning
- Estate Planning
- Asset Protection
- Key Person Insurance
- Retirement
- Small Business
- Succession Planning
- Multi-generational Planning
- Multi-generational wealth transfer
- Wealth Preservation Planning
- Insurance
- Sales
- Leadership
- Life Insurance
- Management
- Marketing
- Public Speaking
- Business Analysis
- Microsoft Office
- Project Management
- Strategic Planning
- Mutual Funds
- Financial Planning
- Long-term Care
- Business Development
- Multi Generational Planning
- Multi Generational Wealth Transfer
- Microsoft Excel
- Natural Foods
- Teaching
- Educational Leadership
- Research
- Curriculum Development
John Lacroix Summary
- John Lacroix, based in Boston, MA, US, is currently a Founder President at LaCroix Wealth Management Group. John Lacroix brings experience from previous roles at Baystate Financial, NYLIFE Securities LLC, Akamai Technologies and Fidelity Investments. John Lacroix holds a 1987 - 1988 MBA in MBA, Finance and Business @ D'Amore-McKim School of Business at Northeastern University. With a robust skill set that includes Licensed Life Insurance Agent, 401k Rollovers, Annuity Sales, Retirement Planning, Estate Planning and more. John Lacroix has 2 emails and 1 mobile phone numbers on RocketReach.
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