Current Position:
Director, Operations & Compliance at Crestwood AdvisorsLocation:
Boston, Massachusetts, United StatesJan 2021 - Current
Sep 2013 - Current
Dec 2005 - Current
Bachelor's of Science at Simmons University
Executive Presence and Influence at Wharton Executive Education
Certified Securities Compliance Professional (CSCP) at University of St. Thomas
Name: Crestwood Advisors
Speciality: Investment Management, Wealth Management, Financial Planning
Location: Boston, MA, United States
Employees: 100-200
Description: Crestwood Advisors is an investment advisory company that provides consultation, financial planning, risk and wealth management services....
How long has Margaret Dacey been working as a Director, Operations & Compliance?
Margaret Dacey's total experience in various companies as a Director, Operations & Compliance 4 years 9 months.What industries has Margaret Dacey worked in?
Margaret Dacey works in the Financial Services.What positions has Margaret Dacey held before?
Previously, Margaret Dacey worked as a Director, Operations, and Associate.How do I contact Margaret Dacey?
Margaret Dacey's email address is d*****m@crestwoodadvisors.com, phone number is +1-***-***-4842. Sign up to get contact details.Who is the President/CEO/Director of the Crestwood Advisors?
The President/CEO/Director of the Crestwood Advisors is Peter MaloneFind email for 850M+ professionals