Rebecca Renee Pouliot

Gestionnaire de Portefeuille-Actions chez CapFinancial Partners LLC

Profil

Ms. Rebecca R.
Pouliot, CPA, is a Principal & Financial Advisor at CapFinancial Partners LLC.
Ms. Pouliot brings over 25 years of experience in crafting and implementing solid, strategic financial plans.
She serves many corporate executives and retired business owners, as well as their extended families.
Through her client-centric approach and intimate understanding of family dynamics, she is often asked to take on the role of trustee for many clients.
Ms. Pouliot joined us from RINET Company—a fee-only wealth management firm—where she was a shareholder and served as managing director.
She was also a member of the firm’s investment committee.
Before joining RINET, she was a manager in the private client advisors practice at Deloitte and Touche, LLP.
She focused on providing tax, estate, and financial planning services to high-net-worth executives.
She earned a Bachelor of Science degree in accounting from Stonehill College and a Master of Science degree in taxation from Northeastern University.
She is a Certified Public Accountant.

Postes actifs de Rebecca Renee Pouliot

Sociétés	Poste	Début
CapFinancial Partners LLC	Gestionnaire de Portefeuille-Actions	08/12/2021

Anciens postes connus de Rebecca Renee Pouliot

Sociétés	Poste	Fin
RINET Co. LLC	Directeur Général	08/12/2021

Formation de Rebecca Renee Pouliot

Stonehill College, Inc.	Undergraduate Degree
Northeastern University	Graduate Degree