James Catacchio

Chair Finance Committee @Bay Colony Advisors

Concord, MA, US
EMAILS
j••••@baycolonyadvisors.com
MOBILE NUMBERS
+19•••••••34

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WORK HISTORY

Aug 2018 — Present

Chair Finance Committee @Bay Colony Advisors

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The Finance Committee, appointed by the Board of Selectmen, considers all fiscal questions and may consider municipal questions at their discretion, for the purpose of making reports or recommendations to the Town. The Finance Committee is committed to balancing the needs of the town and the demands placed on Carlisle taxpayers.

EDUCATION

2002 — 2005

Bentley University

MS

SKILLS

Mutual FundsInvestmentsPortfolio ManagementEquitiesBloombergSecuritiesAsset AllocationFinancial ModelingAlternative InvestmentsMicrosoft OfficeManagementStrategic PlanningFinanceRetirement PlanningMarketing StrategyAsset ManagmentFinancial Analysis

ABOUT JAMES CATACCHIO

Executive Vice-President

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James Catacchio — Email, Phone Number & Contact Info | Unifers