Jeff Arsenault
Partner, Baker TIlly US
- Role
- Partner at Baker Tilly US
- Location
- Tewksbury, MA, US
- LinkedIn followers
- 500 followers
About Jeff Arsenault
The New England region is a hub for business and technology and Baker Tilly’s Boston team is right there — committed to helping forward-looking, strategic enterprises achieve growth and economic vitality. Serving clients in a wide variety of industries — life sciences, healthcare, technology, manufacturing, private equity, real estate and more — we help our clients make smart business decisions and position their organizations for strategic, financial and operational success. Learn more at bakertilly.com. Specialties: Personal Tax & Wealth Management
Experience
Partner
Dec 2021 — Present · Tewksbury, MA, US
Education
Bentley University
MST, Taxation
1991 — 1993
Kinder Institute for Life Planning
RLP (Registered Life Planner), Financial Life Planning
2008 — 2010
Merrimack College
CFP, Certified Financial Planner
1994 — 1995
University of Massachusetts Amherst
BBS, Accounting
1985 — 1989
Skills
- Investment Advisory
- High Net Worth Individuals
- Asset Allocation
- Finance
- Cpa
- Financial Planning
- Financial Advisory
- High Net Worth Income Tax
- Life & Disability Insurance
- Income Tax
- Financial Life Planning
- Philanthropy
- Management
- Estate Planning
- Financial Analysis
- Wealth Management
- Charitable Trusts
- Investments
- Tax
- Charitable Gift Planning
- Mergers & Acquisitions
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