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Deirdre R Prescott

from Palm Beach Gardens, FL
Age ~61

Deirdre Prescott Phones & Addresses

  • Palm Beach Gardens, FL
  • Newton, MA
  • 13 Haystack Ln, Cohasset, MA 02025 (617) 699-1800
  • 150 Pond St, Cohasset, MA 02025 (781) 383-6578 (781) 383-7092
  • Washington, DC
  • Sioux Falls, SD
  • New Iberia, LA
  • Hingham, MA
  • 150 Pond St, Cohasset, MA 02025

Work

Company: Sandy cove advisors Feb 2010 Position: President

Education

Degree: Masters School / High School: Bentley University 1993 to 1999 Specialities: Finance

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

Ranks

Certificate: Notary Public, Commonwealth of Massachusetts

Emails

Industries

Investment Management

Resumes

Resumes

Deirdre Prescott Photo 1

President

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Location:
13 Haystack Ln, Cohasset, MA 02025
Industry:
Investment Management
Work:
Sandy Cove Advisors
President

Silver Bridge Nov 2008 - Dec 2009
Managing Director

Lehman Brothers Jan 2006 - Nov 2008
Senior Vice President

Bny Mellon Apr 1989 - Dec 2005
First Vice President
Education:
Bentley University 1993 - 1999
Masters, Finance
Providence College 1981 - 1985
Bachelors, Bachelor of Science, Accounting
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
Certifications:
Notary Public, Commonwealth of Massachusetts

Business Records

Name / Title
Company / Classification
Phones & Addresses
Deirdre Prescott
Director Of Client Development
Silver Bridge Advisors LLC
Investment Advice
60 State St Fl 26, Boston, MA 02109
Deirdre Prescott
President
BOSTON ESTATE PLANNING COUNCIL, INC
401 Edgewater Pl SUITE 600, Wakefield, MA 01880
150 Pond St, Cohasset, MA 02025
Deirdre R Prescott
Soc signatory
FIDE ADVISORS LLC
150 Pond St, Cohasset, MA 02025
Deirdre Prescott
Director Of Client Development
DELAWARE PARENT SUCCESSOR LLC
Management Consulting Services · Nonclassifiable Establishments
60 State St, Boston, MA 02109
255 State St, Boston, MA 02109
(617) 526-5801
Deirdre Prescott
Director Of Client Development
Silver Bridge Advisors LLC
Investment Advice
60 State St Fl 26, Boston, MA 02109
Deirdre R Prescott from Palm Beach Gardens, FL, age ~61 Get Report