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Kathleen Kent
Client Service Analyst at Lake Street Advisors
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Work Experience
Mar 2018 - Present · 6 years and 9 months
Client Service Analyst
Mar 2018 - Present · 6 years and 9 months
Senior Client Service Analyst
Jan 2021 - Jan 2022 · 1 years
Client Service Analyst
Mar 2018 - Jan 2021 · 2 years and 10 months
Company Details
11-50 Employees
Lake Street Advisors has been providing wealth management and legacy planning for entrepreneurs and executives since 2003. From years of working with founders, CEOs, and early investors, they have significant experience with financial strategies unique to early-stage and growth-stage companies. Lake Street Advisors has locations in Boston, MA and Portsmouth, NH, and serves clients throughout New England and across the country.
Year Founded
2003
Social Media
Linkedin
Industry
Financial Services, Banks & Financial Services, Investment Services, Retirement & Financial Planning
HQ Location
145 Maplewood Avenue Suite 210 Portsmouth, NH 03801, US
Keywords
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