Brian T Eddy is a high-level professional, that works in Essex County Estate Planning Council as a President of the Board of Directors from 2016. This expert has earned professional experience in more than nine positions at different companies. Brian T Eddy went to the Boston University and was studying from 2005 to 2005. This expert has such professional qualifications as License Cfp Board Id: 162449, Chartered Financial Analyst, and Cfa Charter (Link). Salem, Massachusetts is the city, where this professional was lastly known to be situated. This professional's email address and number can be accessed through SoftwareOfficial by request.
Name variants:
Bryan Eddy,
Bryant Eddy
Last updated Jul 04, 2024
Contact Information
Last Update
Jul 3, 2022
Email
br**@hotmail.com, mb**@gordon.edu, br**@gmail.com
Location
Salem, MA
Company
Essex County Estate Planning Council
Workplace
President of the Board of Directors
Work History
President of the Board of Directors
The purpose of the Essex County Estate Planning Council is to: (
to promote cooperative efforts in the fields of estate & business planning among the professions and business enterprises r...
May 2016 — May 2017
Adjunct Instructor
1 Silber Way, Boston, MA 02215
Instructor for Tax and Investments sections for Financial Planning Program at MET College. Created new material for online curriculum and completely revamped online curriculum, creating new ...
May 2015 — May 2017
Co-Chair: Private Wealth Sub-Committee
60 South St, Boston, MA 02111
The Boston Security Analysts Society is a non-profit professional society founded in 1946 that has been a point of connection for the Boston investment community, providing an open forum for...
Aug 2015 — Jul 2016
Adjunct Professor
255 Grapevine Rd, Wenham, MA 01984
Professor of various classes in the Economics and Business department. Also open to publishing and lecturing opportunities in the area of financial education. Courses taught to date:
Perso...
Aug 2013 — May 2015
Tax Preparer
78 Blanchard Rd, Burlington, MA 01803
Prepared individual and corporate tax returns for well-known CPA firm.
Jan 2015 — Apr 2015
Trust Investment Officer
109 Main St, Gloucester, MA 01930
Portfolio Manager, Financial Planner, and Relationship Manager for $280M book of business, consisting of high net worth individuals and institutions.
Responsible for researching and recomm...
Jun 2008 — May 2014
Founder and Advisor
Firm owner with MBA, CFP® certificate and CFA Charter dedicated to providing personal service at a reasonable cost. Visit me at www.eddycompany.com and follow me on twitter @eddycompany to f...
from May 2014
Education
Occupations
Executive
Founder
Advisor
Board Member
Chairperson
Accountant
Finance and Accounting Specialist
Professor
Adjunct Instructor
Instructor
Pedagogue
Founding Member
Chief Executive
Management Team Executive
Operations Manager
Accounting Bookkeeper
Bookkeeper
Lecturer
Postsecondary Teacher
Skills
Financial Services
Financial Advisory
Finance
Investments
Wealth Management Services
Management
Mutual Funds
Retirement
Marketing
Financial Markets
Portfolio Management
Business Planning
Public Speaking
Financial Planning
Certified Financial Planner
High Net Worth Individuals
Estate Planning
Hedge Funds
Securities
Wealth Management
Adult Education
Investment Advisory
Investment Management
Crm
University Teaching
Cfa Charter Holder
Academic Tutoring
Private Banking
Series 65
Retirement Planning
FAQs about Brian T Eddy
What's the main profession of Brian T Eddy?
This professional's job is Founder and Advisor
What jobs is Brian proficient at at?
Brian is a professional Executive and Founder jobs.
Where does Brian T Eddy currently live?
Salem, Massachusetts is the place where Brian T Eddy lives
Does the professional have the email address?
br**@hotmail.com and mb**@gordon.edu is The professional's email address.
Where did Brian T Eddy work?
Brian T Eddy worked at Essex County Estate Planning Council, Boston University.
Where has Brian T Eddy studied?
Brian studied at the Boston University from 2005 to 2005.
What are the certifications of Brian T Eddy?
Brian received the following certifications: License Cfp Board Id: 162449, Chartered Financial Analyst, Cfa Charter (Link), and Cfp Certificate.
What languages does Brian T Eddy speak?
Brian T Eddy speaks English.