Jack Wolff
Wealth Advisor | Certified Financial Planner ™
- Role
- Wealth Advisor at Lightship Wealth Strategies, Inc
- Location
- Newton Lower Falls, MA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Jack Wolff
I am a Wealth Advisor for Lightship Wealth Strategies, Inc. Within Lightship, it is my…
Experience
Wealth Advisor
Lightship Wealth Strategies, Inc
Jan 2019 — Present · Newton Lower Falls, MA, US
Education
Trinity College-Hartford
Bachelor of Arts (B.A.)
2011 — 2015
Boston University
Certificate in Personal Financial Planning
2018 — 2019
Skills
- Salesforce.com
- Odd Lot Theory
- Portfolio Management
- Personal Financial Planning
- Crm
- Data Analysis
- Social Media
- Etfs
- Microsoft Excel
- Teamwork
- Team Management
- Fixed Income
- Technical Analysis
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