Kevin B. Dolan

Nessuna posizione attualmente

Finance

Consumer Services

Profilo

Mr. Kevin B.
Dolan is a Managing Director & Principal at Banyan Partners LLC.
Prior to joining Banyan Partners, he was the Regional Consultant in the Naples office of Fidelity Investments.
He joins Banyan with extensive years of wealth management experience.
Mr. Dolan is former President of The Society of Financial Service Professionals, SW Florida chapter, as well as former President of the International Association of Financial Planners, SW Florida chapter.
Mr. Dolan received his BS and MBA from the New York Institute of Technology.
He has earned the designations of Chartered Life Underwriter, Charted Financial Consultant, and Chartered Advisor for Senior Living from the American College.

Precedenti posizioni note di Kevin B. Dolan

Società	Posizione	Fine
Banyan Partners LLC Banyan Partners LLC Investment ManagersFinance Founded in 2006 by Peter Raimondi, Banyan Partners LLC is a registered investment advisor headquartered in Palm Beach Gardens, Florida. In 2011, the firm acquired the assets of Earl M. Foster Associates. Banyan Partners provides advisory and wealth management services to a variety of clients including individuals, trusts, estates, charitable organizations, corporations or other business entities and pension and profit sharing plans.	Gestore di Portafoglio-Azioni	31/12/2012
FMR LLC FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA.	Corporate Officer/Principal	-

Vedi nel dettaglio l'esperienza di Kevin B. Dolan

Formazione di Kevin B. Dolan

New York Institute of Technology

Masters Business Admin

Esperienze
Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private