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
- Certified Financial Planner @ (April 2025 - Present)
- Lead Financial Planner @ (January 2023 - January 2024)
- Senior Financial Planner @ (December 2021 - January 2022)
- Financial Advisor, CERTIFIED FINANCIAL PLANNER Practitioner(TM) @ (October 2018 - December 2020)
- Mentorship Program and Mentor @ (January 2018 - January 2019)
- Junior Achievement Volunteer and Teacher and CFA Financial Literacy Committee Member @ (April 2016 - October 2018)
- Premium Relationship Associate @ (January 2015 - January 2016)
- Vice President Of Business Development - Private Equity (position eliminated) @ (January 2014 - January 2015)
- Associate Director of Consultant Relations (hedge fund sold and closed) @ GB Credit Partners (Gordon Brothers Group Credit Hedge Fund) (January 2012 - January 2014)
- Research Associate - Private Equity and Real Assets and Large Cap Equity @ (January 2008 - January 2011)
- Consultant Support Analyst @ (January 2006 - January 2008)
- Inside Sales Representative and Inside Wholesaler @ (January 2003 - January 2006)
- Service Trader and Control and Restricted Stock Specialist and Senior Trader and Team Leader @ (January 2000 - January 2003)
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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