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Justin M Makso

from Jupiter, FL
Age ~37
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Related to:
Cecilia M Kappes, 28Charles A Makso, 47Jason MaksoMeredith Wikman, 38John Kepple, 59Tammi Wikman, 55
Connected to:
Nancy E Maksomski, 48Jeffrey T Maksud, 61Eduard Maksumov, 53Zoya Maksumova, 78Susan M Maksuta, 66Edmund P Maksvytis, 74Diana L Maksym, 66Edwina A Maksym, 79Jaimie L Maksymiuk, 37John A Maksymiw, 76

Justin Makso Phones & Addresses

  • Jupiter, FL
  • 7 Shaker Hill Ln, Woburn, MA 01801 (978) 667-2870
  • Billerica, MA
  • Clearwater, FL
  • Alton Bay, NH

Work

Company: First republic bank Feb 2018 Position: Senior vice president, financial planning

Education

School / High School: Boston University 2011 to 2012

Skills

Financial Planning • Financial Modeling • Payroll • Series 7 • Series 66 • Life/Health Insurance License • Financial Planning Certificate • Investments • Certified Financial Planner • Strategic Financial Planning • Wealth Management • Finance • Retirement Planning • Small Business • Analysis • Mutual Funds

Ranks

Certificate: Certified Financial Planner®

Interests

Children

Industries

Financial Services

Resumes

Resumes

Justin Makso Photo 1

Co-Founder

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Location:
220 South St, West Lafayette, IN 47906
Industry:
Financial Services
Work:
First Republic Bank
Senior Vice President, Financial Planning
Boston Idea Engine
Co-Founder
First Republic Private Wealth Management
Vice President, Financial Planning
Lincoln Financial Group Jun 2010 - Jun 2016
Financial Planner
Marinemax Oct 2009 - May 2010
Revenue Accountant
Education:
Boston University 2011 - 2012
Clearwater Christian College 2006 - 2010
Bachelors, Bachelor of Arts, Business Management, Accounting
Skills:
Financial Planning
Financial Modeling
Payroll
Series 7
Series 66
Life/Health Insurance License
Financial Planning Certificate
Investments
Certified Financial Planner
Strategic Financial Planning
Wealth Management
Finance
Retirement Planning
Small Business
Analysis
Mutual Funds
Interests:
Children
Certifications:
Certified Financial Planner®
Boston University - Financial Planning
Certified Exit Planning Advisor
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Justin M Makso from Jupiter, FL, age ~37 Get Report