TFC Financial Management
Address: 260 Franklin St #1888, Boston, MA 02110 Hours: Closed ⋅ Opens 8:30AM Mon SaturdayClosedSundayClosedMonday8:30AM–5PMTuesday8:30AM–5PMWednesday8:30AM–5PMThursday8:30AM–5PMFriday8:30AM–4PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (617) 210-6700Place name: : : : : Category: : Website: : Website: http://www.tfcfinancial.com/ Category: Investment service Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of TFC Financial Posting publicly on the Web Write a review Reviews Be the first to review
TFC Financial Management List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at TFC Financial Management. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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TFC Financial Management Employees
TFC Financial Management February 2013 - Present
Rockland Trust Company June 2008 - January 2013
GIC Group January 2010 - May 2010
Education
College for Financial Planning 2013 — 2014
Registered Paraplanner Certificate, Financial Planning and Services
Dickinson College 2007 — 2011
Bachelor of Arts, International Business and Management
Hingham High School 2003 — 2007
SunEdison January 2015 - Present
TFC Financial Management July 2013 - August 2013
Auour Advisory LLC June 2013 - July 2013
Brae Burn Country Club May 2010 - June 2012
Camp Pemigewasset June 2010 - August 2010
Skills
Wilderness First..., Cpr Certified, Mandarin, Microsoft Excel, Financial Analysis, Financial Modeling, Economics, PowerPoint, Microsoft Word, Bloomberg
Education
Middlebury College 2010 — 2014
Bachelor of Arts (B.A.), International Politics and Economics
Belmont Hill School 2004 — 2010
TFC Financial Management 1995 - Present
Jennison Associates 1974 - 1979
Wellington Management 1968 - 1972
Education
Harvard College 1953 — 1957
AB, Government & Economics
Edina High School, MN 1951 — 1953
Monument Group Wealth Advisors, LLC July 2010 - Present
TFC Financial Management 2004 - July 2010
About.com / The New York Times Co. April 2009 - June 2010
Wachovia Securities, LLC 2000 - 2004
PaineWebber 1998 - 2000
Skills
Asset Management, Asset Allocation, Estate Planning, Finance, Financial Planning, Investment Advisory, Investments, Management, Mutual Funds, Portfolio Management, Retirement, Strategic Financial..., Wealth Management
Education
College for Financial Planning 2000 — 2002
Hanover College 1989 — 1993
B.A., Business Administration
F-SquaredInvestments February 2009 - Present
TFC Financial Management September 2007 - February 2009
Fidelity Investments 1998 - 2008
Skills
Investment Management, Mutual Funds, Investment Banking, Investments, Asset Managment, Hedge Funds, Wealth Management, Alternative Investments, Portfolio Management, Series 7, Series 63, Investment Strategies
Education
St. Thomas University School of Law 1985 — 1988
JD, Law
Ithaca College 1976 — 1980
Tabor Academy 1972 — 1976
John Hancock Investments August 2014 - Present
TFC Financial Management December 2005 - August 2014
Fidelity Investments June 2004 - December 2005
State Street Bank August 1998 - June 2004
Skills
Portfolio Management, Asset Allocation, Manager Research, Mutual Funds, Asset Management, Wealth Management
Education
Framingham State University
B.S, Business Administration
Boston Latin School 1986 — 1992
CFA Institute
TFC Financial Management April 2007 - Present
Canby Financial Advisors December 2002 - April 2007
MetLife Financial Services 1995 - 2002
Taubner & Cellai 1992 - 1995
Skills
Wealth Management, Asset Allocation, Investments, Portfolio Management, Estate Planning, Defined Benefit, Retirement Planning, Securities, Insurance, Retirement, Mutual Funds, Pensions, Investment Advisory, Wealth Accumulation, Wealth, Asset Managment, Investment Management, Investment Strategies, High Net Worth...
Education
New England Law Boston 1988 — 1991
J.D., Law
The Sage Colleges - Russell Sage College 1984 — 1988
B.S., Computer Science / Management
Lenox Advisors February 2013 - Present
The SAMFund for Young Adult Survivors of Cancer July 2014 - Present
TFC Financial Management November 2009 - August 2012
G.W. & Wade, Inc. May 2006 - November 2009
John Hancock Life Insurance Company (U.S.A.) December 2001 - May 2006
Skills
Wealth Management, Strategic Financial..., Portfolio Management, Retirement, Investment Strategies, Financial Advisory, Estate Planning, Investments, Financial Planners, Asset Managment, Retirement Planning, Mutual Funds, High Net Worth..., Investment Advisory, Pensions, Employee Benefits, Finance, Personal Financial..., Personal Income Tax...
Education
Suffolk University 1997 — 1999
BS, Psychology
Boston University 2003 — 2005
Certified Financial Planner
TFC Financial Management September 2006 - August 2010
Commonwealth Financial Network January 2004 - September 2006
Commonwealth Financial Network April 2003 - January 2004
Education
Seton Hall University 2001 — 2002
MBA, Finance
Saint Joseph's University 1993 — 1997
BS, Finance
Boston Children's Hospital August 2014 - Present
Sports and PT Assoc October 2012 - August 2014
University of Massachusetts Club August 2012 - September 2012
TFC Financial Management May 2012 - June 2012
Aegis Chiropractic and Physical Therapy January 2012 - May 2012
Sports Academic Advising Office September 2010 - May 2012
Maribeth Crupi Dance Therapy December 2011 - January 2012
Madison Security Group December 2011 - January 2012
Mumbai Chopstix June 2011 - August 2011
Moore Staffing Agency May 2010 - August 2010
Skills
Physical Therapy, Coaching, Teaching Skills, First Aid, Dance, Customer Relations, Public Relations, Scheduling, Microsoft Office, Excel, Data Input, Microsoft Excel, Strength Training, Fitness, Cpr Certified, Data Entry, Customer Service, Athletics, Rehabilitation, PowerPoint, Health Insurance
Education
University of Massachusetts, Amherst 2008 — 2012
Bachelor, Kinesiology
University of Leeds 2011 — 2011
kinesiology
Tewksbury Memorial High School 2004 — 2008