Lana Finn's Location
Bellingham, MA, US
Lana Finn's Work
- Senior client officer @ ROPES WEALTH ADVISORS LLC
- Client Officer @ ROPES WEALTH ADVISORS LLC
- CSM @ Grimes & Company
- Portfolio Manager @ David Witherbee & Associates, Inc.
- Financial Representative @ Northwestern Mutual
- Teller @ The Bank of Western Massachusetts
Lana Finn's Education
- University of Massachusetts at Amherst - Isenberg School of Management
Bachelor of Science (BS), minor in Economics (Finance & Operations Management)
2005 - 2009 - Sharon High School2001 - 2005
Lana Finn's Skills
- Mutual Funds
- Series 7
- Securities
- Financial Services
- Investments
- Equity Trading
- ETFs
- Stocks
- Strategic Financial Planning
- Retirement Planning
Lana Finn's Summary
Lana Finn, based in Bellingham, MA, US, is currently a Senior client officer at ROPES WEALTH ADVISORS LLC, bringing experience from previous roles at ROPES WEALTH ADVISORS LLC, Grimes & Company, David Witherbee & Associates, Inc. and Northwestern Mutual Financial Network. Lana Finn holds a 2005 - 2009 Bachelor of Science (BS), minor in Economics in Finance & Operations Management @ University of Massachusetts at Amherst - Isenberg School of Management. With a robust skill set that includes Mutual Funds, Series 7, Securities, Financial Services, Investments and more, Lana Finn contributes valuable insights to the industry. Lana Finn has 2 emails on RocketReach.
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