Zack Marcotte
Director of Financial Planning @Berkshire Money Management
Dalton, MA, US
EMAILS
MOBILE NUMBERS
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WORK HISTORY
Sep 2021 — Present
Director of Financial Planning @Berkshire Money Management
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Dalton, MA, US
EDUCATION
2018 — 2020
College for Financial Planning
Master of Science (MS)
2010 — 2015
Massachusetts College of Liberal Arts
Bachelor of Business Administration (B.B.A.)
2003 — 2008
Wahconah Regional High School
High School
2008 — 2010
Berkshire Community College
Associate of Business Administration
SKILLS
Financial PlanningMicrosoft WordFinancial AnalysisFinanceAsset ManagementCustomer ServiceFinancial ServicesRetirement PlanningFinancial AdvisoryMicrosoft ExcelPowerpointWork Flow FacilitationEmployee BenefitsQualified Retirement PlansMicrosoft OfficePortfolio ManagementEstate PlanningBusiness AnalysisInvestmentsSocial MediaRisk ManagementInsurance
ABOUT ZACK MARCOTTE
There are more advisors over the age of 80 than there are under the age of 30. Today our…
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