Leah Warren Email & Phone Number
Personal CFO @ Single Point Partners
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Leah Warren Location
- Boston, MA, US
Leah Warren Work
- 2022 -now Personal CFO @
- 2016 -2021 Senior Client Advisor @
- 2013 -2016 Wealth Planner @
- 2010 -2013 Client Service and Operations Associate @
- 2008 -2010 Vice President and Director of Harmoney @
Leah Warren Education
- Boston University
Certified Financial Planner (Financial Planning)
2009-2013 - Simmons College
Bachelor of Arts (Economics, Spanish)
2005-2009 - Universidad Complutense de Madrid
(Spanish)
2006-2007 - Lewis S. Mills High School 2001-2005
Leah Warren Skills
- Wealth Management
- Investments
- Asset Allocation
- Mutual Funds
- Finance
- Public Speaking
- Estate Planning
- Retirement Planning
- Strategic Financial Planning
- Wealth Management Services
- Holistic Financial Planning
Leah Warren Summary
- Leah Warren, based in Boston, MA, US, is currently a Personal CFO at Single Point Partners. Leah Warren brings experience from previous roles at Ballentine Partners, LLC, Daintree Advisors LLC and Lantern Financial, LLC. Leah Warren holds a 2009 - 2013 Certified Financial Planner in Financial Planning @ Boston University. With a robust skill set that includes Wealth Management, Investments, Asset Allocation, Mutual Funds, Finance and more. Leah Warren has 2 emails and 1 mobile phone numbers on RocketReach.
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