Ray Sicard Email & Phone Number
Certified Financial Planner @ Falcon Wealth Planning, Inc.
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Ray Sicard Location
- Boston, MA, US
Ray Sicard Work
- 2025 -now Certified Financial Planner @
- 2023 -2024 Lead Financial Planner @
- 2021 -2022 Senior Financial Planner @
- 2018 -2020 Financial Advisor, CERTIFIED FINANCIAL PLANNER Practitioner(TM) @
- 2018 -2019 Mentorship Program and Mentor @
- 2016 -2018 Junior Achievement Volunteer and Teacher and CFA Financial Literacy Committee Member @
- 2015 -2016 Premium Relationship Associate @
- 2014 -2015 Vice President Of Business Development - Private Equity (position eliminated) @
- 2012 -2014 Associate Director of Consultant Relations (hedge fund sold and closed) @ GB Credit Partners (Gordon Brothers Group Credit Hedge Fund)
- 2008 -2011 Research Associate - Private Equity and Real Assets and Large Cap Equity @
- 2006 -2008 Consultant Support Analyst @
- 2003 -2006 Inside Sales Representative and Inside Wholesaler @
- 2000 -2003 Service Trader and Control and Restricted Stock Specialist and Senior Trader and Team Leader @
Ray Sicard Education
- Bryant University
Certificate (Financial Planning)
2003-2006 - University of Vermont
B.A. (Economics)
1995-1999
Ray Sicard Summary
- Ray Sicard, based in Boston, MA, US, is currently a Certified Financial Planner at Falcon Wealth Planning, Inc.. Ray Sicard brings experience from previous roles at Facet, Facet Wealth, Ameriprise Financial Services, LLC. and CFA Society Boston. Ray Sicard holds a 2003 - 2006 Certificate in Financial Planning @ Bryant University. Ray Sicard has 2 emails and 1 mobile phone numbers on RocketReach.
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