Rick McDonald Email & Phone Number
Founder and Managing Director @ Exit Boston
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Rick McDonald Location
- Danvers, MA, US
Rick McDonald Work
- 2018 -now Founder and Managing Director @
- 2017 -now Founder @
- 2017 -now CEO @
- 1990 -2018 Former CEO and Founder @ USAdvisory Group, Inc
- 1983 -2018 Family Wealth Management | Portfolio Manager | Founder and Past President of U.S. Advisory @
- 1996 -2003 Founder @
- 1986 -1990 President and CIO @ Devonshire Trust Corporation
- 1986 -1990 Portfolio Manager @ Devonshire Fund
- 1985 -1990 Founder @ Devonshire Capital Management
- 1978 -1982 Associate @ Fidelity Management and Research
Rick McDonald Education
- Boston College
School of Management (Accounting and Finance)
1974-1978 - Boston College
Bachelor of Business Administration (B.B.A.) (Management)
1974-1978
Rick McDonald Skills
- Wealth Management
- Investments
- Retirement Planning
- Investment Advisory
- Strategic Financial Planning
- Asset Managment
- Alternative Investments
- Estate Planning
- Retirement
- Wealth Management Services
- Strategy
- Asset Management
- Financial Advisory
- Wealth
- Portfolio Management
- Mutual Funds
- 401k
- Finance
- Financial Services
- Fixed Income
- Fixed Annuities
- Securities
- Financial Risk
- Asset Allocation
- Series 7
- High Net Worth Individuals
- Hedge Funds
- Investment Strategies
- Equities
- Family Advisor
- Money Management
- Family Business Advisor
- Wealth Advisor
- Family Wealth Advisor
- Family Business
- Cash-Flow Management
- Asset Protection
- Asset Creation
- Wealth Preservation
- Wealth Creation
- Sustainable Wealth Management
- Sustainable Lifestyle Management
- IRAs
- Series 63
- ETFs
- Financial Planners
- Investment Management
- Private Equity
- Mergers & Acquisitions
- Personal Finance
- Solutions
- Business Strategy
- Mergers and Acquisitions
- Cash Flow Management
- Risk Management
- Engineering
Rick McDonald Summary
- Rick McDonald, based in Danvers, MA, US, is currently a Founder and Managing Director at Exit Boston. Rick McDonald brings experience from previous roles at Exit The Family Business, USAdvisory Group, Inc and US Advisory Group. Rick McDonald holds a 1974 - 1978 School of Management in Accounting and Finance @ Boston College. With a robust skill set that includes Wealth Management, Investments, Retirement Planning, Investment Advisory, Strategic Financial Planning and more. Rick McDonald has 2 emails and 1 mobile phone numbers on RocketReach.
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