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Margaret Dacey's
email & phone

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Current Position:

Director, Operations & Compliance at Crestwood Advisors

Location:

Boston, Massachusetts, United States

How to contact Margaret Dacey

Last updated:2023-02-20
emaild*****m@crestwoodadvisors.com
phone+1-***-***-4842
Instagram
YouTube

Analytics

According to LinkedIn Margaret Dacey started working on 2005, then the employee has changed 2 jobs. On average, Margaret Dacey works for one company for 12 years 3 months. Margaret Dacey has been working as a Director, Operations & Compliance for Crestwood Advisors for 1734 days. If you are interested in this candidate, contact him directly by using contact details provided by SignalHire.

Work Experience

Director, Operations & Compliance at Crestwood Advisors

Jan 2021 - Current

Director, Operations at Crestwood Advisors

Sep 2013 - Current

Associate at Crestwood Advisors

Dec 2005 - Current

Education

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

Current Company Information Crestwood Advisors

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....

Frequently Asked Questions

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 Malone
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Margaret Dacey Namesakes

Name
Company
Position
M
Gentry Well Works, Inc.
Co-Owner
M
The Salish Seaside Escapes
Receptionist
M
The Pilates Sculpt Studio
Certified Pilates Instructor

Other employees at Crestwood Advisors

Name
Company
Position
C
Equity Research Associate
W
Client Service Associate
J
Investment Research Analyst
J
Portfolio Accounting and Reporting Specialist
P
Director, Portfolio Manager
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