Beth Delano Email and Phone Number
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.
Breed'S Hill Capital
View- Website:
- breedshillcapital.com
- Employees:
- 4
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Operations & Planning AssociateBreed'S Hill Capital Nov 2022 - PresentCharlestown, Ma -
Assistant Branch ManagerKennebunk Savings Jun 2021 - Nov 2022Ogunquit, Me -
Client Service AnalystLake Street Advisors May 2018 - Apr 2021Portsmouth, Nh -
Financial PlannerLake Street Advisors Apr 2007 - May 2018Portsmouth, NhLake 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 -
Performance AnalystPrime Buchholz Llc Apr 2004 - Apr 2007Portsmouth, Nh -
Call Center SupervisorCitizens Funds Oct 1996 - Jun 2001Portsmouth,Nh
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Head TellerPeoples Heritage Bank Oct 1994 - Sep 1996Kittery, Me
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Teller Operations CoordinatorFleet Bank Jun 1992 - Sep 1996Kittery, Me
Beth Delano Education Details
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Certificate Of Advanced Study In Financial Planning -
New Hampshire CollegeBusiness Administration, Management And Operations -
Westbrook CollegeOffice 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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Beth Delano
Portsmouth, Nh1primebuchholz.com -
Beth Delano-Erwin
United States -
Beth Delano
Senior Account Executive/ Business Development At Millers Supply At WorkNew Alexandria, Va3verizon.net, glcbs.com, millersoffice.com1 +158554XXXXX
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