Deirdre A Prescott is a qualified professional, working in Sandy Cove Advisors on the position of President from 2010. Deirdre A Prescott has earned professional experience in more than six positions at various companies. Deirdre A Prescott went to the Bentley University and was studying from 1993 to 1999. This person has such professional qualifications as Notary Public, Commonwealth of Massachusetts. Cohasset, Massachusetts is the area, where this professional was known to live. This professional's email address and number can be accessed through this website by request.
Name variants:
Deirdre Prescott
Last updated May 03, 2024
Contact Information
Last Update
Jul 3, 2022
Email
dp**@sandycoveadvisors.com, dr**@comcast.net, me**@aol.com
Location
Cohasset, MA
Company
Sandy Cove Advisors
Workplace
President
Work History
President
Founded Sandy Cove Advisors in 2010. Sandy Cove is a multi-family office catering to the wealth management needs of individuals and families. We advise clients on wide range of financial mat...
from Feb 2010
Managing Director
255 State St, Boston, MA 02109
Defined and implemented Silver Bridge’s client experience strategy
developed comprehensive marketing materials and executed the firm’s business development strategy
Worked with client tea...
Nov 2008 — Dec 2009
Senior Vice President
Managed wealth advisory team of five individuals with $250 million under management. Specialized in integrated planning associated with multi-generational families. Created and implemented l...
Jan 2006 — Nov 2008
First Vice President
225 Liberty St, New York, NY 10006
Responsible for new business development for wealth management services for high net worth individuals and families. Integrated client’s estate and tax planning needs with investment strateg...
Apr 1989 — Dec 2005
Education
1993 — 1999
1981 — 1985
Occupations
Executive
Chairperson
Managers
Financial Director
Chief Executive Officer
Chief Executive
Financial Officer
Financial Manager
Corporate Executive
Skills
Wealth Management
Family Office Services
Divorce Planning
Investments
Family Business
Wealth
Strategic Financial Planning
Family Office
Estate Tax Planning
Due Diligence
Income Tax
Wealth Management Services
Etfs
High Net Worth Individuals
Alternative Investments
Investment Advisory
Retirement Planning
Insurance
Private Equity
Financial Advisory
Hedge Funds
Series 63
Marketing
Series 7
Mutual Funds
Estate Planning
Financial Analysis
New Business Development
Business Development
Asset Allocation
Investment Management
Private Banking
Financial Services
Investment Strategies
Asset Management
Crm
Strategy
Management
Start Ups
Trusts
Fixed Income
Finra
Securities
Succession Planning
Loans
Mergers and Acquisitions
Bloomberg
Portfolio Management
Finance
Equities
FAQs about Deirdre A Prescott
What's the profession of Deirdre A Prescott?
This professional's job is President
What are the profession of Deirdre?
These person's professions are Executive and Chairperson
Where does Deirdre A Prescott currently live?
The expert currently lives in Cohasset, Massachusetts.
What is Deirdre A Prescott's email?
The professional's email is dp**@sandycoveadvisors.com and dr**@comcast.net.
How many companies did Deirdre A Prescott work at?
The professional worked at six jobs.
What education does Deirdre A Prescott have?
Deirdre studied at the Bentley University from 1993 to 1999.
What are the certifications of Deirdre A Prescott?
The expert received the following certifications: Notary Public, Commonwealth of Massachusetts.
What is the industry that Deirdre A Prescott worked in?
This person works in Investment Management industry.