Lana Finn
Senior Client Officer @RWA Wealth Partners
Bellingham, MA, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Mar 2020 — Present
Senior Client Officer @RWA Wealth Partners
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Boston, MA, US
EDUCATION
2005 — 2009
Isenberg School of Management, UMass Amherst
Bachelor of Science (BS), minor in Economics, Finance & Operations Management
SKILLS
Mutual FundsSeries 7SecuritiesFinancial ServicesInvestmentsEquity TradingEtfsStocksStrategic Financial PlanningRetirement PlanningMicrosoft ExcelMicrosoft OfficeCollege Savings PlansWealth ManagementUniform Combined State LawComplianceFinancePortfolio ManagementInsurance
ABOUT LANA FINN
Senior Client Officer at RWA - Family Office
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