Liz O Email & Phone Number
Private Wealth Planning Strategist @ Raymond James
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Liz O Location
- Boston, MA, US
Liz O Work
- Private Wealth Planning Strategist @ (September 2021 - Present)
- Director in the Boston Tax Group @ (August 2018 - September 2021)
- Trust Counsel @ (May 2016 - August 2018)
- Trust Advisor @ (August 2014 - May 2016)
- Vice President, Senior Trust Counsel @ (February 2013 - July 2014)
- Manager, Trust and Tax Services @ (May 2012 - December 2012)
- Assistant Vice President @ (July 2008 - May 2012)
- Advanced Markets Consultant @ (October 2006 - July 2008)
- Case Design Specialist @ (July 2002 - October 2006)
Liz O Education
- University of Denver - Sturm College of Law
Master of Laws - LLM
2002-2005 - Cooley Law School
Doctor of Law - JD
1998-2001 - Michigan State University
B.A.
1993-1998
Liz O Summary
- Liz O, based in Boston, MA, US, is currently a Private Wealth Planning Strategist at Raymond James. Liz O brings experience from previous roles at CBIZ & MHM New England, Loring, Wolcott & Coolidge Trust, LLC and Tompkins Trust Company. Liz O holds a 2002 - 2005 Master of Laws - LLM @ University of Denver - Sturm College of Law. Liz O has 2 emails and 10 mobile phone numbers on RocketReach.
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