Beth Delano

Beth Delano Email and Phone Number

Wealth Management | Operations & Financial Planning | Banking | Client Service | Team Leader @ Breed's Hill Capital
boston, massachusetts, united states
Beth Delano's Location
Greater Boston, United States
About Beth Delano

With over 15 years of experience in the financial services industry, my greatest interests are centered around client service and team leadership. As a representative of financial organizations, I prioritize professionalism and warmth, with a keen ability to listen and understand client needs and develop relationships accordingly. Volunteerism and giving back to the community are also notable attributes.

Beth Delano's Current Company Details
Breed's Hill Capital

Breed'S Hill Capital

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Wealth Management | Operations & Financial Planning | Banking | Client Service | Team Leader
boston, massachusetts, united states
Employees:
4
Beth Delano Work Experience Details
  • Breed'S Hill Capital
    Operations & Planning Associate
    Breed'S Hill Capital Nov 2022 - Present
    Charlestown, Ma
  • Kennebunk Savings
    Assistant Branch Manager
    Kennebunk Savings Jun 2021 - Nov 2022
    Ogunquit, Me
  • Lake Street Advisors
    Client Service Analyst
    Lake Street Advisors May 2018 - Apr 2021
    Portsmouth, Nh
  • Lake Street Advisors
    Financial Planner
    Lake Street Advisors Apr 2007 - May 2018
    Portsmouth, Nh
    Lake Street Advisors Group, LLC is an independent, fee-only wealth advisory firm. We advise on over $2.6 billion in assets, employing a conflict-free investment approach that allows for unbiased advice and execution. With offices in Boston, MA and Portsmouth, NH, our dedicated team oversees and implements coordinated strategies across all aspects of our clients’ financial lives. Actions are aligned with long-term objectives and no detail is overlooked. Teams apply business discipline to the… Show more Lake Street Advisors Group, LLC is an independent, fee-only wealth advisory firm. We advise on over $2.6 billion in assets, employing a conflict-free investment approach that allows for unbiased advice and execution. With offices in Boston, MA and Portsmouth, NH, our dedicated team oversees and implements coordinated strategies across all aspects of our clients’ financial lives. Actions are aligned with long-term objectives and no detail is overlooked. Teams apply business discipline to the many elements of personal financial strategy including investments, taxes, philanthropy, estate planning, and family governance and education. Clients receive the peace of mind that comes from knowing their Lake Street team delivers sound strategy and solid execution.www.lakestreetadvisors.com Show less
  • Prime Buchholz Llc
    Performance Analyst
    Prime Buchholz Llc Apr 2004 - Apr 2007
    Portsmouth, Nh
  • Citizens Funds
    Call Center Supervisor
    Citizens Funds Oct 1996 - Jun 2001
    Portsmouth,Nh
  • Peoples Heritage Bank
    Head Teller
    Peoples Heritage Bank Oct 1994 - Sep 1996
    Kittery, Me
  • Fleet Bank
    Teller Operations Coordinator
    Fleet Bank Jun 1992 - Sep 1996
    Kittery, Me

Beth Delano Education Details

  • Merrimack College
    Certificate Of Advanced Study In Financial Planning
  • New Hampshire College
    New Hampshire College
    Business Administration, Management And Operations
  • Westbrook College
    Westbrook College
    Office Management And Supervision

Frequently Asked Questions about Beth Delano

What company does Beth Delano work for?

Beth Delano works for Breed's Hill Capital

What is Beth Delano's role at the current company?

Beth Delano's current role is Wealth Management | Operations & Financial Planning | Banking | Client Service | Team Leader.

What schools did Beth Delano attend?

Beth Delano attended Merrimack College, New Hampshire College, Westbrook College.

Who are Beth Delano's colleagues?

Beth Delano's colleagues are John Edwards, Janaina Dos Nascimento, Sadie Holdridge.

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