Rebecca Pouliot has been working as a Associate Director in Citizen Relations since 2020. Furthermore, Rebecca Pouliot has an employment history at more than three companies using similar skills. Rebecca has a total work experience of five+ years. Rebecca Pouliot studied at the D'amore - Mckim School of Business at Northeastern University from 1996 to 1999. Rebecca received the following certifications: Certified Financial Planner and Certified Public Accountant. Rebecca can be found in Lindenwood, Massachusetts – where this person is currently located. You can contact with Rebecca by looking for phone or email address or find exhaustive information by requesting access to this person's details.
Name variants:
Rebekah Pouliot,
Becky Pouliot,
Beckie Pouliot,
Becca Pouliot,
Beck Pouliot,
Reba Pouliot
Last updated Jun 14, 2024
Contact Information
Last Update
Jul 13, 2022
Email
re**@citizenrelations.com, rr**@rinetco.com
Location
Lindenwood, MA
Company
Workplace
Colleagues
Work History
Managing Director and Shareholder
101 Federal St, Boston, MA 02110
I lead one of the firm’s client service teams and I am responsible for the day-to-day management of my clients’ financial affairs, as well as crafting and implementing their strategic financ...
from Oct 2000
Education
1991 — 1995
Occupations
Executive
Deputy Director
Accountant
Finance and Accounting Specialist
Chief Executive Officer
Deputy Manager
Chief Executive
Accounting Bookkeeper
Bookkeeper
Corporate Executive
Skills
Estate Planning
Strategic Financial Planning
Financial Planners
Financial Analysis
Retirement
High Net Worth Individuals
Income Tax
Wealth Management
Risk Management
Retirement Planning
Estate Tax Planning
Asset Allocation
Gift Planning