Tim Duggan
Private Wealth Advisor @Veritas Boston Wealth Management
Boston, MA, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Apr 2019 — Present
Private Wealth Advisor @Veritas Boston Wealth Management
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Boston, MA, US
I am responsible for helping execute wealth management strategies for clients. The major roles pertaining to my group include business development and presenting goals-based wealth management strategies for corporate executives, business owners, high-net worth individuals and their families.
EDUCATION
2016 — 2018
Fairfield University
Master's Degree (MSF), Finance
2012 — 2016
Fairfield University
Bachelor's Degree, Finance
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