Archstone Financial Employee Directory

Q: Who are Archstone Financial key employees?

Some of Archstone Financial key employees are Terri Speer , Andi Duplessie , Julie Sullivan , Pamela Houlihan , Rick Brutto

Archstone Financial corporate office is located in 324 Grove St, Worcester, Massachusetts, 01605, United States and has 11-50 employees.

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Employees by Department

Departments

Number of employees

Finance

Sales

Operations

Key Employees of Archstone Financial

TS
Terri Speer
Client Service Manager
PhoneEmail
AD
Andi Duplessie
Client Service Manager
PhoneEmail
JS
Julie Sullivan
Manager, Client Services
PhoneEmail
PH
Pamela Houliha...
Client Manager
PhoneEmail
RB
Rick Brutto
Client Service Manager
PhoneEmail
CM
Christine Mart...
Client Relationship Manager
PhoneEmail

Archstone Financial Global Presence

Location	People at location
North America	11-50

Index of contact profiles from Archstone Financial

Hundreds of professionals searching for Archstone Financial have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

ML
Michael Lafata
Email Direct
Financial Advisor
United States , Massachusetts , Worcester

JS
Julie Sullivan
Email Direct
Manager, Client Services
United States , Massachusetts , Worcester

MM
Mark McCormack
Email Direct
Managing Partner, Financial Planner
United States , Massachusetts , Worcester

AL
Anthony Lopopolo
Email Direct
Managing Partner, Financial Advisor
United States , Massachusetts , Worcester

ER
Eric Riggin
Email Direct
Partner, Financial Advisor
United States , Massachusetts , Worcester

LB
Lisa Bousquet
Email Direct
Office Manager
United States , Massachusetts , Worcester

EC
Edward Connor
Email Direct
Business Development Officer
United States , Massachusetts , Worcester

KN
Karen Norrman
Email Direct
Financial Advisor
United States , Massachusetts , Worcester

CC
Christopher Campbell
Email Direct
Financial With Archstone Financial Advisor
United States , Massachusetts , Worcester

AK
Aaron Kohl
Email Direct
Financial Planner
United States , Massachusetts , Worcester

GH
Gary Holland
Email Direct
Managing Partner, Financial Planner
United States , Massachusetts , Worcester

PH
Pamela Houlihan
Email Direct
Client Manager
United States , Massachusetts , Worcester

RB
Rick Brutto
Email Direct
Client Service Manager
United States , Massachusetts , Worcester

TS
Terri Speer
Email Direct
Client Service Manager
United States , Massachusetts , Worcester

AD
Andi Duplessie
Email Direct
Client Service Manager
United States , Massachusetts , Worcester

CM
Christine Martin
Email Direct
Client Relationship Manager
United States , Massachusetts , Worcester

Former Employees at Archstone Financial

Explore people who held key positions, contributed to Archstone Financial's success, and advanced their careers.

KJ
Kristen Jenkins
Senior Client Services... at Moneta Group
Worked as Client Service Manager
at Archstone Financial (2015-2021)
Email Direct

Explore More

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Frequently Asked Questions Regarding Archstone Financial Employees

How many employees does Archstone Financial have?

Archstone Financial has 11-50 employees

Who are Archstone Financial key employees?

Some of Archstone Financial key employees are Terri Speer, Andi Duplessie, Julie Sullivan, Pamela Houlihan, Rick Brutto

Where is Archstone Financial located?

Archstone Financial’s headquarters are located at 324 Grove St, Worcester, Massachusetts, 01605, United States

How do I contact Archstone Financial?

Archstone Financial Contact Info: Phone number: (978) 400-5173 Website: www.archstonefinancial.net

What does Archstone Financial do?

Archstone Financial is an independent financial services and advisory firm that provides holistic financial planning tailored to individual needs. They support clients through significant life decisions, focusing on wealth management, retirement planning, and legacy structuring. Their services cater to various client groups, including pre-retirees,... Read More

Is Archstone Financial a public company?

Archstone Financial is private company therefore does not currently have an official ticker symbol

See more information about Archstone Financial Employees