Justin Makso Email & Phone Number
Senior Vice President, Investment Specialist @ First Republic Private Wealth Management
Justin Makso's Location
Boston, Massachusetts, United States
Justin Makso's Work
- Senior Vice President, Investment Specialist @ First Republic Private Wealth Management
- Managing Director, Advanced Planning @ First Republic Private Wealth Management
- Senior Vice President, Financial Planning @ First Republic
- Co-Founder @ Boston Idea Engine
- Vice President, Financial Planning @ First Republic Private Wealth Management
- Financial Planner @ Lincoln Financial Group
- Revenue Accountant @ MarineMax
- Administrative and Tax Preparation @ Richard J Fuller Cpa Pa
Justin Makso's Education
- Boston U2011 - 2012
- Clearwater Christian College
Bachelor of Arts (Business Management, Accounting)
2006 - 2010
Justin Makso's Skills
- Financial Planning
- Financial Modeling
- Payroll
- Series 7
- Series 66
- Life/Health Insurance License
- Financial Planning Certificate
- Investments
- Certified Financial Planner
- Strategic Financial Planning
Justin Makso's Summary
Justin Makso, based in Boston, Massachusetts, United States, is currently a Senior Vice President, Investment Specialist at First Republic Private Wealth Management, bringing experience from previous roles at First Republic Private Wealth Management, First Republic Bank and Boston Idea Engine. Justin Makso holds a 2011 - 2012 Boston U. With a robust skill set that includes Financial Planning, Financial Modeling, Payroll, Series 7, Series 66 and more, Justin Makso contributes valuable insights to the industry. Justin Makso has 1 email on RocketReach.
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