Maggie Dolan Email & Phone Number
Client Service Specialist @ Financial Planning Solutions LLC
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Maggie Dolan Location
- Boston, MA, US
Maggie Dolan Work
- 2022 -now Client Service Specialist @
- 2013 -2021 Chief Compliance Officer, Director of Operations @ Rosenblum Silverman Sutton Investment Counsel (RSSIC)
- 2010 -2012 Senior Manager - Prime Brokerage @ Conifer Securities
- 2009 -2010 Senior Manager @
- 2006 -2008 Director of Operations and Planning @
- 2006 -2007 Hedge Fund Consultant @ Palo Alto Investors via HCA Associates, LLC
- 2005 -2006 Operations Manager @ Dunlap Equity Management
- 2002 -2004 Operations Manager and Senior Trader and HR Administrator @ Jessnick Capital Management
- 1999 -2002 VP of Sales and Proprietary Systems Trainer @ Bear Stearns
- 1995 -1999 Registered Sales Associate @
- 1993 -1997 Registered Sales Assistant @ Lehman Brothers
Maggie Dolan Education
- Bentley University 1987-1991
Maggie Dolan Skills
- Operations Management
- Strategic Consulting
- Project Management
- Portfolio Management
- Financial Analysis
- Fixed Income
- Options
- Marketing
- Creative Writing
- New Business Development
- Brand Architecture
- Manage Client Relationships
- Technical Writing
- Series 7
- Trading Systems
- Conflict Resolution
- Staff Development
- Interpersonal Communication Abilities
- Conflict Management
- Problem Solving
- Fund Administration
- Problem Analysis
- Onboarding
- Management
- Equities
- Trading
- Hedge Funds
- Manage Client
- Human Resources
- Business Development
- Strategic Planning
- Microsoft Word
- Customer Service
- Interpersonal
- Research
Maggie Dolan Summary
- Maggie Dolan, based in Boston, MA, US, is currently a Client Service Specialist at Financial Planning Solutions LLC. Maggie Dolan brings experience from previous roles at Rosenblum Silverman Sutton Investment Counsel (RSSIC), Conifer Securities, Catalina Partners and MTV Networks / mtvU. Maggie Dolan holds a 1987 - 1991 Bentley University. With a robust skill set that includes Operations Management, Strategic Consulting, Project Management, Portfolio Management, Financial Analysis and more. Maggie Dolan has 2 emails and 3 mobile phone numbers on RocketReach.
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