Mouna Annazri, CRPC®,FPQP®,CPSP®

Client Services Associate at Boston Financial Management, LLC
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Contact Information
us****@****om
(386) 825-5501
Location
Boston, US

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Experience

  • Boston Financial Management, LLC
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Client Services Associate
      • May 2023 - Present

      Boston, Massachusetts, United States

  • TwinFocus
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Senior Associate, Client Advisory
      • Mar 2022 - May 2023

      Boston, Massachusetts, United States

  • Eastern Bank
    • United States
    • Banking
    • 700 & Above Employee
    • Eastern Bank Wealth Management
      • Sep 2018 - Mar 2022

      265 Franklin St, Boston MA

    • Appraisal and Environmental Analyst
      • Jul 2016 - Aug 2018

      265 Franklin St, Boston MA 02110

    • Assistant Branch Manager II
      • Jan 2016 - Jul 2016

      265 Franklin St Boston MA

    • Assistant Branch Manager
      • Nov 2007 - Jul 2016

  • Bank of America
    • United States
    • Banking
    • 700 & Above Employee
    • Financial Services Representative
      • 2003 - 2004

  • Fleet Bank
    • Banking
    • 1 - 100 Employee
    • Financial Services Representative
      • Oct 2000 - 2003

Education

  • ISFOTEG
    Business Administration and Management, General
  • Institut Superieur De Formation aux Techniques De Gestion
    Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
  • Universite Abdelmalek Essaadi Faculte Des Sciences Juridiques Economiques Et Sociales
    Associate's degree, Law

Community

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