Zack Marcotte
Director of Financial Planning at Berkshire Money Management
- Role
- Director of Financial Planning at Berkshire Money Management
- Location
- Dalton, MA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Zack Marcotte
There are more advisors over the age of 80 than there are under the age of 30. Today our…
Experience
Director of Financial Planning
Sep 2021 — Present · Dalton, MA, US
Education
College for Financial Planning
Master of Science (MS)
2018 — 2020
Massachusetts College of Liberal Arts
Bachelor of Business Administration (B.B.A.)
2010 — 2015
Wahconah Regional High School
High School
2003 — 2008
Berkshire Community College
Associate of Business Administration
2008 — 2010
Skills
- Financial Planning
- Microsoft Word
- Financial Analysis
- Finance
- Asset Management
- Customer Service
- Financial Services
- Retirement Planning
- Financial Advisory
- Microsoft Excel
- Powerpoint
- Work Flow Facilitation
- Employee Benefits
- Qualified Retirement Plans
- Microsoft Office
- Portfolio Management
- Estate Planning
- Business Analysis
- Investments
- Social Media
- Risk Management
- Insurance
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