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Rachael E Bator

age ~36

from Stratham, NH

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Also known as:
  • Rachael E Therriault
  • Rachael E Beator
Related to:
Connected to:

Rachael Bator Phones & Addresses

  • Stratham, NH
  • Portsmouth, NH
  • Newton, NH
  • Newark, DE
  • Salem, MA
  • Haverhill, MA

Work

  • Company:
    Lake street advisors
    Nov 2018
  • Position:
    Relationship manager

Education

  • School / High School:
    The Interior Design Institute
    2020

Skills

Financial Planning • Estate Planning • Asset Protection • Tax Planning • Cash Flow Forecasting • Cash Flow Management • Certified Financial Planner • Property and Casualty Insurance • Multi Generational Wealth Transfer • Budget Management • Alternative Investments • Charitable Gift Planning • Gifting Strategies • Microsoft Excel • Netdocuments • Salesforce.com • Microsoft Outlook • Microsoft Word • Microsoft Powerpoint • Cross Functional Team Leadership • Estate and Gift Taxation • Practice Management • Risk Management • Portfolio Management • Family Office • Behavioral Finance • Life Insurance • Alternative Minimum Tax • Wealth Preservation Planning • Promissory Notes • Intra Family Wealth Transfers • Wealth Management • Investments • Financial Reporting • Financial Analysis • Personal Financial Planning • Time Value of Money • Asset Management • Asset Allocation • Private Equity • Private Client Services • Trusts • Google Docs • Retirement Planning

Languages

English • German

Ranks

  • Certificate:
    Certified Financial Planner™ (Cfp®)

Industries

Financial Services

Resumes

Rachael Bator Photo 1

Relationship Manager

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Location:
25 Chestnut St, Portsmouth, NH 03801
Industry:
Financial Services
Work:
Lake Street Advisors
Relationship Manager
Lake Street Advisors Aug 2015 - Nov 2018
Financial Planner
Stonehearth Capital Management Jul 2013 - Feb 2015
Associate Advisor
Wingate Wealth Advisors, Inc. Sep 2012 - Jul 2013
Financial Planning Coordinator
Vermonster, Llc Jan 2012 - Sep 2012
Internal Ops Coordinator
Education:
The Interior Design Institute 2020
Yale School of Management 2018 - 2019
Boston University 2013 - 2015
University of Delaware 2005 - 2009
Bachelors, Bachelor of Arts, Criminal Justice, Sociology Governor Dummer Academy 2001 - 2005
Skills:
Financial Planning
Estate Planning
Asset Protection
Tax Planning
Cash Flow Forecasting
Cash Flow Management
Certified Financial Planner
Property and Casualty Insurance
Multi Generational Wealth Transfer
Budget Management
Alternative Investments
Charitable Gift Planning
Gifting Strategies
Microsoft Excel
Netdocuments
Salesforce.com
Microsoft Outlook
Microsoft Word
Microsoft Powerpoint
Cross Functional Team Leadership
Estate and Gift Taxation
Practice Management
Risk Management
Portfolio Management
Family Office
Behavioral Finance
Life Insurance
Alternative Minimum Tax
Wealth Preservation Planning
Promissory Notes
Intra Family Wealth Transfers
Wealth Management
Investments
Financial Reporting
Financial Analysis
Personal Financial Planning
Time Value of Money
Asset Management
Asset Allocation
Private Equity
Private Client Services
Trusts
Google Docs
Retirement Planning
Languages:
English
German
Certifications:
Certified Financial Planner™ (Cfp®)
Notary Public
Certified Private Wealth Advisor® (Cpwa®)
Name / Title
Company / Classification
Phones & Addresses
Rachael Bator
Clerk
SALEM PLAY AREAS FOR CANINE EXERCISE, INCORPORATED
22 Larchmont Rd, Salem, MA 01970
26 New Derby St, Salem, MA 01970
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