Luis Dolan Email & Phone Number
Managing Partner, Wealth Advisor @ Northeast Investment Group
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Luis Dolan Location
- Boston, MA, US
Luis Dolan Work
- Managing Partner, Wealth Advisor @ (June 2022 - Present)
- Financial Advisor @ (May 2013 - June 2022)
- Financial Advisor @ (March 2012 - May 2013)
- Vice President of U.S. Business Development @ Atman personality profiling (October 2009 - March 2012)
- Chief Operating Officer @ JKKL, LLC. dba Honey Dew Donuts (October 2005 - September 2009)
- Financial Advisor, Retirement Specialist @ (March 2001 - June 2005)
Luis Dolan Education
- Rhode Island College 1993-1997
Luis Dolan Skills
- Investments
- Retirement Planning
- Management
- Strategy
- Financial Advisory
- Strategic Planning
- Team Building
- Business Strategy
- Marketing
- Services
- Sales
Luis Dolan Summary
- Luis Dolan, based in Boston, MA, US, is currently a Managing Partner, Wealth Advisor at Northeast Investment Group. Luis Dolan brings experience from previous roles at Citizens Securities, Inc., Merrill Lynch, Atman personality profiling and JKKL, LLC. dba Honey Dew Donuts. Luis Dolan holds a 1993 - 1997 Rhode Island College. With a robust skill set that includes Investments, Retirement Planning, Management, Strategy, Financial Advisory and more. Luis Dolan has 3 emails and 1 mobile phone numbers on RocketReach.
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