With work experience over 12 years, Naomi is nowadays working at Woodstock Corporation as a VP/Portfolio Manager. Naomi received his education from 1989 to 1993 at the University of Massachusetts, Amherst. Naomi T Dalessandro has earned certifications in : Cfa and Cfa Institute. This expert can be found in Boston, Massachusetts. To contact directly Naomi, you can search for their phone number or email address or get further info by requesting access to the professional's additional details on SoftwareOfficial.
Name variants:
Naomi Dalessandro
Last updated Jun 09, 2024
Contact Information
Workplace
Colleagues
Work History
Financial Advisor
Assisted clients in developing, implementing, and monitoring their financial strategy utilizing the appropriate investments for their risk tolerance and time frame.
Nov 2005 — May 2010
Education
1989 — 1993
1982 — 1986
Occupations
Financial Broker
Portfolio Manager
Executive
Vice President
Manager
Accountant
Finance and Accounting Specialist
Financial Consultant
Investment Analyst
Financial Analyst
Chief Executive
Operations Manager
Accounting Bookkeeper
Bookkeeper
Financial Services Professional
Financial Services Sales Agent
Skills
Finance
Financial Analysis
Financial Services
Investment Management
Investments
Portfolio Management
Small Business
Wealth Management
Asset Management
Wealth Management Services
Alternative Investments
Equities
FAQs about Naomi T Dalessandro
What's the main profession of Naomi T Dalessandro?
The expert is a Portfolio Manager at Welch and Forbes Llc.
What are the profession of Naomi T Dalessandro?
These person's professions are Financial Broker and Portfolio Manager
Where does Naomi T Dalessandro live?
The professional currently lives in Boston, Massachusetts.
What is the expert's email?
Naomi's email is na**@ymail.com.
Where did Naomi T Dalessandro work?
The professional worked at Woodstock Corporation, Edward Jones Investments.
Does Naomi T Dalessandro have personal website or blog?
The professional`s website is http://www.woodstockcorp.com.
What education does Naomi T Dalessandro have?
Naomi studied at the University of Massachusetts, Amherst from 1989 to 1993.
What are the certifications of Naomi T Dalessandro?
Naomi received the following certifications: Cfa and Cfa Institute.