Patrick Nee Email & Phone Number
Partner, Wealth Advisor
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Patrick Nee Location
- Waltham, MA, US
Patrick Nee Work
- 2016 -now Partner, Wealth Advisor @ Boston Retirement Group LLC
- now Financial Advisor @ Boston Retirement Group LLC
- 2004 -2016 Financial Adviser @
- 2002 -2016 Financial Services Professional @
Patrick Nee Education
- Brown University
BA (Organizational Behavior and Management)
1997-2001 - Saint Raphael Academy
High School
1993-1997
Patrick Nee Skills
- Strategic Financial Planning
- Series 63
- Microsoft Office
- Pension Funds
- Investments
- Marketing
- Pensions
- Fixed Annuities
- Retirement
- 401k
- Retirement Planning
- Training
- Asset Allocation
- Defined Contribution
- Series 7
- Employee Benefits
- Wealth Management
- Mutual Funds
- Social Media
- Project Management
- Accounting
- Management
- Public Speaking
- Sales
Patrick Nee Summary
- Patrick Nee, based in Waltham, MA, US, is currently a Partner, Wealth Advisor at Boston Retirement Group LLC. Patrick Nee brings experience from previous roles at Boston Retirement Group LLC, Eagle Strategies, LLC and NYLIFE Securities LLC. Patrick Nee holds a 1997 - 2001 BA in Organizational Behavior and Management @ Brown University. With a robust skill set that includes Strategic Financial Planning, Series 63, Microsoft Office, Pension Funds, Investments and more. Patrick Nee has 1 mobile phone numbers on RocketReach.
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