Marc Dougherty Location
- United States
Marc Dougherty Work
- 2022 -now Financial Planner @ FigTree Wealth
Marc Dougherty Education
- Robins School of Business, University of Richmond
Bachelors of Science
2005-2009 - University of Richmond 2005-2009
Marc Dougherty Skills
- Investment Management
- Project Management
- Customer Service
- Finance
- Business Development
- Financial Advisory
- Wealth Management Services
- Financial Planning
- Life Insurance
- 401(k) Retirement Savings Plans
- Stock Research
- Individual Retirement Accounts (IRA)
- 403(b) Plans
- Separately Managed Accounts
- Mutual Funds
- Asset Allocation
- Series 63
- Uniform Combined State Law
- Investment Strategies
- Asset Managment
- Equities
- Bloomberg
- Hedge Funds
- Entrepreneurship
- 401k
- Portfolio Management
- Retirement
- Bloomberg Terminal
- Retirement Planning
- Financial Modeling
- Financial Analysis
- Series 7
- Asset Management
- Fixed Income
- Wealth Management
- Investments
Marc Dougherty Summary
- Marc Dougherty, based in United States, is currently a Financial Planner at FigTree Wealth. Marc Dougherty holds a 2005 - 2009 Bachelors of Science @ Robins School of Business, University of Richmond. With a robust skill set that includes Investment Management, Project Management, Customer Service, Finance, Business Development and more. Marc Dougherty has 1 emails and 3 mobile phone numbers on RocketReach.
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