Polina Crotty, CFP®
Consultant at Fiducient Advisors- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Gold Feature
Click to upgrade to our gold package
for the full feature experience.
Topline Score
Topline score feature will be out soon.
Bio
Generated by
Topline AI
You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now
Experience
-
Fiducient Advisors
-
United States
-
Financial Services
-
100 - 200 Employee
-
Consultant
-
Mar 2021 - Feb 2022
Windsor, Connecticut, United States
-
-
-
-
Consultant/Private Wealth Advisor
-
Jun 2017 - Feb 2021
Hartford, Connecticut Area
-
-
-
Regent Wealth Management Group
-
United States
-
Financial Services
-
1 - 100 Employee
-
Wealth Advisor / Chief Compliance Officer / Director of Operations
-
Feb 2001 - Feb 2014
Woodbridge, CT
-
-
Education
-
2022 - 2022
Co-Active Training Institute https://www.linkedin.com/company/coactiveleaders/
-
1996 - 2000
Wesleyan University
Bachelor's degree, Russian and Eastern European Studies | Environmental Studies -
1999 - 2000
Южный Федеральный Университет (бывший Ростовский Государственный Университет) / Southern Federal University (former Rostov State University)
Semester abroad, Russian History | Russian Political System -
2005 - 2006
Fairfield University
Coursework toward CERTIFIED FINANCIAL PLANNER ™ designation, Investment Management | Estate Planning -
2007 - 2008
Bay Path University
Coursework toward CERTIFIED FINANCIAL PLANNER ™ designation, Taxation | Retirement Benefits
Community
You need to have a working account to view this content.
Click here to join now
