Stephen Mst Email & Phone Number
President, Founding Member @ Sachetta
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Stephen Mst Location
- Lynnfield, MA, US
Stephen Mst Work
- 2022 -now President, Founding Member @
- 2000 -2021 President and Managing Member @
- 2000 -2021 Shareholder @
- 2013 -2019 President and Member of the Board of Directors @ Merrimack Valley Estate Planning Council
- 1993 -2018 Member and Co-Chair of Parish Finance Council @ Saint Patrick Parish
- 2000 -2014 Member of the Board and President, Chairman, Treasurer @
- 1994 -2012 Member, School Finance Board @ Saint Patrick Elementary School
- 2005 -2007 Committee Chairman @ Massachusetts Society of CPAs - Financial Planning Committee
- 1994 -2000 Sr. Manager @
- 1994 -2000 Sr. Manager @
- 1990 -1994 Sr. Associate @ CBIZ Tofias
- 1990 -1991 Sr. Associate @ Weiss Accountancy
- 1987 -1990 Staff Associate @ Derba, Yoshida & Company
Stephen Mst Education
- The Strategic Coach
(Entrepreneurship)
2008-2012 - Bentley University
MS (Taxation and Financial Planning)
1995-1998 - Boston University
Gr Studies (Financial Planning)
1992-1994 - Providence College
BSBA (Accounting & Computer Science)
1984-1988 - Burlington High School 1980-1984
Stephen Mst Skills
- Financial Advisory
- Insurance Planning
- Wealth
- Employee Benefits
- Microsoft Excel
- Income Tax
- Mutual Funds
- Financial Modeling
- Alternative Investments
- Estate Planning
- Investment Advisory
- Asset Protection
- Wealth Management
- LLC
- Strategic Financial Planning
- Tax
- Tax Preparation
- Business Planning
- Small Business
- Retirement
- Accounting
- Executive Compensation
- Cash Flow
- Estate Tax Planning
- Long Term Care
- 401k
- Portfolio Management
- Private Equity
- Gift Tax
- Financial Planning
- Tax Planning
- Pensions
- Risk Management
- Strategic Planning
- Hedge Funds
- High Net Worth Individuals
- Personal Finance
- Sales
- Due Diligence
- Business Strategy
- Tax Compliance
- Financial Management
- Marketing
- Investments
- Estate Administration
- Retirement Planning
- Business Development
- Options
- Real Estate
- Asset Management
- Compliance
- Financial Analysis
- Succession Planning
- Teaching
- Strategy
- Asset Allocation
- Trusts
Stephen Mst Summary
- Stephen Mst, based in Lynnfield, MA, US, is currently a President, Founding Member at Sachetta. Stephen Mst brings experience from previous roles at Sachetta, Sullivan Bille, P.C., Merrimack Valley Estate Planning Council and Saint Patrick Parish. Stephen Mst holds a 2008 - 2012 The Strategic Coach. With a robust skill set that includes Financial Advisory, Insurance Planning, Wealth, Employee Benefits, Microsoft Excel and more. Stephen Mst has 1 emails on RocketReach.
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Top Sachetta Employees
Alison Simons
Chief Growth Officer
Framingham, MA, US
Stephen Mst
President, Founding Member
Lynnfield, MA, US
Nick Forgione
Financial Advisor and Tax Accountant
Lynnfield, MA, US
Matthew Stead
Chief Operating Officer
Lynnfield, MA, US
Eric
Chief Wealth Services Officer
Lynnfield, MA, US
Mia di Stasio
Client Operations Manager
United States
Michael Callahan
CEO and Founding Member
Lynnfield, MA, US
Janice McGarry
Operations Manager
Boston, MA, US
Gerard Ventolo
Managing Partner
Bradenton, FL, US
Emily Diezemann
Accountant
Peabody, MA, US
Brittany Gaudette
Staff Accountant
Peabody, MA, US
Kevin Sanchez Tejeda
Client Experience Associate
Boston, MA, US
Domenica Lurvey
Financial Advisor
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George Liakakis
Chief Financial Officer
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