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Barton T Liro

from Brighton, MA
Age ~40

Barton Liro Phones & Addresses

  • 9 Braemore Rd #6, Brighton, MA 02135 (508) 341-3024
  • 9 Braemore Rd, Brighton, MA 02135
  • 4 Chiswick Rd, Brighton, MA 02135
  • Boston, MA
  • Sturbridge, MA
  • Brookline, MA
  • Natick, MA
  • Auburndale, MA
  • 4 Chiswick Rd APT 26, Brighton, MA 02135

Work

Company: Cetera financial group Jul 2017 Position: Investment director portfolio solutions group

Education

Degree: B.S. School / High School: Saint Michael's College 2002 to 2006 Specialities: Majors: Business, Economics Minor: Finance

Skills

Mutual Funds • Investments • Financial Advisory • Financial Services • Asset Allocation • Wealth Management • Investment Strategies • Public Speaking • Retirement Planning • Series 7 • Portfolio Management • Investment Advisory • 401K • Registered Investment Advisor • Product Development • Series 63 • Finra • Asset Management • Separate Accounts • Retirement • Finance

Ranks

Certificate: Certified Investment Management Analystâ®

Interests

Children • Education • Environment • Disaster and Humanitarian Relief • Health

Industries

Financial Services

Resumes

Resumes

Barton Liro Photo 1

Investment Director Portfolio Solutions Group

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Location:
Boston, MA
Industry:
Financial Services
Work:
Cetera Financial Group
Investment Director Portfolio Solutions Group

Tower Square Investment Management Llc Feb 2015 - Jul 2017
Investment Director

Investors Capital Feb 2011 - Feb 2015
Director of Advisory Services, Portfolio Strategist

Investors Capital Oct 2007 - Feb 2011
Advisory Sales Consultant

Investors Capital Nov 2006 - Sep 2007
Director Advisor and Branch Acquisition
Education:
Saint Michael's College 2002 - 2006
B.S., Majors: Business, Economics Minor: Finance
Skills:
Mutual Funds
Investments
Financial Advisory
Financial Services
Asset Allocation
Wealth Management
Investment Strategies
Public Speaking
Retirement Planning
Series 7
Portfolio Management
Investment Advisory
401K
Registered Investment Advisor
Product Development
Series 63
Finra
Asset Management
Separate Accounts
Retirement
Finance
Interests:
Children
Education
Environment
Disaster and Humanitarian Relief
Health
Certifications:
Certified Investment Management Analystâ®
Certified Investment Management Analyst®
Barton T Liro from Brighton, MA, age ~40 Get Report