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Steve Doucette Location
Wellesley, MA, US
Steve Doucette Work
2004 -now Principal @
2009 -2011 Previous Director Government Relations @ Financial Planning Association of Massachusetts (FPAMA, FPA of MA)
Steve Doucette Education
Western New England College
MBA (Accounting)
1986-1987
Northeastern University
BSBA Finance and Mgmt
1981-1984
Steve Doucette Skills
Portfolio Management
High Net Worth Individuals
Financial Modeling
Financial Advisory
Qualified Retirement Plans
Tax
Real Estate
Trusts
Training
401k
Estate Tax Planning
Strategic Planning
Wealth
Securities
Personal Financial Planning
Mutual Funds
Steve Doucette Summary
Steve Doucette, based in Wellesley, MA, US, is currently a Principal at Proctor Financial, Inc. Steve Doucette brings experience from previous roles at Financial Planning Association of Massachusetts (FPAMA, FPA of MA). Steve Doucette holds a 1986 - 1987 MBA in Accounting @ Western New England College. With a robust skill set that includes Portfolio Management, High Net Worth Individuals, Financial Modeling, Financial Advisory, Qualified Retirement Plans and more. Steve Doucette has 3 emails and 1 mobile phone numbers on RocketReach.
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