Emily R. O'Hara

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Profil

Ms. Emily O’Hara joined Back Bay Financial Group in April, 2005.
As a financial advisor, she works on a wealth management team supporting client relationships.
Among others, her responsibilities include working closely with clients to respond to specific requests, preparing and presenting recommendations in client meetings, and performing additional financial planning analysis.
Ms. O’Hara is also a member of the BBFG Financial Planning Committee and Trading Processes Team.
Prior to joining BBFG, she held various positions in the financial industry.
Most recently, she was a Paraplanner at a financial services firm in Quincy, Mass.
She also served as an administrative assistant to a Certified Financial Planner and a financial planning intern for a fee-only advisory firm.
Ms. O’Hara received her Certified Financial Planner designation in 2009.
She holds a Bachelor of Science degree in Business Administration from Stonehill College, with a concentration in Finance and a minor in Economics and graduated from the Bentley College Master of Science in Financial Planning program in 2008.

Anciens postes connus de Emily R. O'Hara

Sociétés	Poste	Fin
Back Bay Financial Group, Inc.	Analyst-Fixed Income	28/12/2012
Modera Wealth Management LLC	Analyst-Fixed Income	-

Formation de Emily R. O'Hara

Stonehill College, Inc.	Undergraduate Degree
Bentley University	Graduate Degree