Sue Gorman Email & Phone Number

Financial Advisor @ The Bulfinch Group

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Sue Gorman's Location

Boston, Massachusetts, United States

Sue Gorman's Work

Financial Advisor @ The Bulfinch Group
Member, Board of Overseers @ Boch Center
Vice President and Portfolio Manager @ Wilmington Trust

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Vice President @ RINET Company, LLC
Senior Consultant @ EY

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Sue Gorman's Education

Bentley University
BS ( Finance, General )

Sue Gorman's Skills

Strategic Financial Planning
Wealth Management
Investments

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Asset Allocation
High Net Worth Individuals
Tax
Alternative Investments
Investment Management
Investment Strategies
Equities

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Sue Gorman's Summary

Sue Gorman, based in Boston, Massachusetts, United States, is currently a Financial Advisor at The Bulfinch Group, bringing experience from previous roles at Boch Center, Wilmington Trust, Rinet Company, LLC and Ey. Sue Gorman holds a BS in Finance, General @ Bentley University . With a robust skill set that includes Strategic Financial Planning, Wealth Management, Investments, Asset Allocation, High Net Worth Individuals and more, Sue Gorman contributes valuable insights to the industry. Sue Gorman has 3 emails on RocketReach.

Sue Gorman Email Address

Found 3 email address listings:

Sue Gorman Phone Number

Found 1 phone number:

617306XXXX

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