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 and 1 mobile phone numbers on RocketReach.
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