Judith Schreiber Rowland

Director of Wealth Planning Strategy at Moody, Lynn & Lieberson, LLC
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Contact Information
us****@****om
(386) 825-5501
Location
Acton, Massachusetts, United States, US
Skills

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Bio

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Experience

  • Moody, Lynn & Lieberson, LLC
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Director of Wealth Planning Strategy
      • Apr 2014 - Present

      Greater Boston Area

  • Lake Street Advisors, LLC
    • Relationship Manager
      • Jan 2012 - Nov 2013
  • BNY Mellon Wealth Management
    • United States
    • Financial Services
    • 700 & Above Employee
    • Sales Director, Vice President
      • Jan 2010 - Jan 2012
  • Tanager Financial/Wachovia/Wells Fargo
    • Relationship Manager, Vice President
      • Sep 2003 - Jan 2010
  • Merrill Lynch
    • United States
    • Financial Services
    • 700 & Above Employee
    • Relationship Manager, Vice President
      • Sep 1999 - Sep 2003

      Family Office and Private Planning dvisions, serving ultra high net worth clients and their families.

  • Ernst & Young, LLP
    • United States
    • Accounting
    • 1 - 100 Employee
    • Manager
      • Jun 1995 - Sep 1999

      Manager in the Family Office and Investment Advisory Groups within their Personal Financial Counseling Group

  • Lasell College
    • United States
    • Events Services
    • Director of Financial Aid
      • Sep 1991 - Sep 1993
  • Coopers & Lybrand
    • 1 - 100 Employee
    • Senior Auditor
      • Sep 1989 - Sep 1991

Education

  • Suffolk University Law School
    JD, Law
    1993 - 1996
  • Isenberg School of Management, UMass Amherst
    BBA, Accounting
    1985 - 1989

Community

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